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release: v1.5.3
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Signed-off-by: davidko <[email protected]>
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innobead authored and David Ko committed Nov 17, 2023
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4 changes: 2 additions & 2 deletions config.toml
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[params]
description = "Cloud native distributed block storage for Kubernetes"
tagline = "Easy to use, 100% open source, run anywhere"
versions = ["1.5.2", "1.5.1", "1.5.0", "1.4.4", "1.4.3", "1.4.2", "1.4.1", "1.4.0", "1.3.3", "1.3.2", "1.3.1", "1.3.0", "1.2.6", "1.1.3", "1.6.0-dev", "1.5.3-dev", "1.4.5-dev"]
archived_versions = ["1.2.5", "1.2.4", "1.2.3", "1.2.2", "1.2.1", "1.2.0", "1.1.2", "1.1.1", "1.1.0", "0.8.0", "0.8.1"]
versions = ["1.5.3", "1.5.2", "1.5.1", "1.5.0", "1.4.4", "1.4.3", "1.4.2", "1.4.1", "1.4.0", "1.6.0-dev", "1.5.4-dev", "1.4.5-dev"]
archived_versions = ["1.3.3", "1.3.2", "1.3.1", "1.3.0", "1.2.6", "1.2.5", "1.2.4", "1.2.3", "1.2.2", "1.2.1", "1.2.0", "1.1.3", "1.1.2", "1.1.1", "1.1.0", "0.8.0", "0.8.1"]
alpine_js_version = "2.2.5"
locale = "en_US"

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163 changes: 163 additions & 0 deletions content/docs/1.5.4/advanced-resources/backing-image.md
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---
title: Backing Image
weight: 4
---

Longhorn natively supports backing images since v1.1.1.

A QCOW2 or RAW image can be set as the backing/base image of a Longhorn volume, which allows Longhorn to be integrated with a VM like [Harvester](https://github.com/rancher/harvester).

## Create Backing Image

### Parameters during creation

#### The data source of a backing image
There are 3 kinds of data sources. Or in other words, there are 3 ways to prepare a backing image file data:
1. Download a file from a URL as a backing image.
2. Upload a local file as a backing image. This is almost exclusive for UI.
3. Export an existing in-cluster volume as a backing image.

#### The checksum of a backing image
- The checksum of a backing image is **the SHA512 checksum** of the whole backing image **file** rather than that of the actual content.
What's the difference? When Longhorn calculates the checksum of a qcow2 file, it will read the file as a raw file instead of using the qcow library to read the correct content. In other words, users always get the correct checksum by executing `shasum -a 512 <the file path>` regardless of the file format.
- It's recommended to provide the expected checksum during backing image creation.
Otherwise, Longhorn will consider the checksum of the first file as the correct one. Once there is something wrong with the first file preparation, which then leads to an incorrect checksum as the expected value, this backing image is probably unavailable.

### The way of creating a backing image

#### Create a backing image via Longhorn UI
On **Setting > Backing Image** page, users can create backing images with any kinds of data source.

#### Create a backing image via YAML
You can download a file or export an existing volume as a backing image via YAML.
It's better not to "upload" a file via YAML. Otherwise, you need to manually handle the data upload via HTTP requests.

Here are some examples:
```yaml
apiVersion: longhorn.io/v1beta2
kind: BackingImage
metadata:
name: bi-download
namespace: longhorn-system
spec:
sourceType: download
sourceParameters:
url: https://longhorn-backing-image.s3-us-west-1.amazonaws.com/parrot.raw
checksum: 304f3ed30ca6878e9056ee6f1b02b328239f0d0c2c1272840998212f9734b196371560b3b939037e4f4c2884ce457c2cbc9f0621f4f5d1ca983983c8cdf8cd9a
```
```yaml
apiVersion: longhorn.io/v1beta2
kind: BackingImage
metadata:
name: bi-export
namespace: longhorn-system
spec:
sourceType: export-from-volume
sourceParameters:
volume-name: vol-export-src
export-type: qcow2
```
#### Create and use a backing image via StorageClass and PVC
1. In a Longhorn StorageClass.
2. Setting parameter `backingImageName` means asking Longhorn to use this backing image during volume creation.
3. If you want to create the backing image as long as it does not exist during the CSI volume creation, parameters `backingImageDataSourceType` and `backingImageDataSourceParameters` should be set as well. Similar to YAML, it's better not to create a backing image via "upload" in StorageClass. Note that if all of these parameters are set and the backing image already exists, Longhorn will validate if the parameters matches the existing one before using it.
- For `download`:
```yaml
kind: StorageClass
apiVersion: storage.k8s.io/v1
metadata:
name: longhorn-backing-image-example
provisioner: driver.longhorn.io
allowVolumeExpansion: true
reclaimPolicy: Delete
volumeBindingMode: Immediate
parameters:
numberOfReplicas: "3"
staleReplicaTimeout: "2880"
backingImage: "bi-download"
backingImageDataSourceType: "download"
backingImageDataSourceParameters: '{"url": "https://backing-image-example.s3-region.amazonaws.com/test-backing-image"}'
backingImageChecksum: "SHA512 checksum of the backing image"
```
- For `export-from-volume`:
```yaml
kind: StorageClass
apiVersion: storage.k8s.io/v1
metadata:
name: longhorn-backing-image-example
provisioner: driver.longhorn.io
allowVolumeExpansion: true
reclaimPolicy: Delete
volumeBindingMode: Immediate
parameters:
numberOfReplicas: "3"
staleReplicaTimeout: "2880"
backingImage: "bi-export-from-volume"
backingImageDataSourceType: "export-from-volume"
backingImageDataSourceParameters: '{"volume-name": "vol-export-src", "export-type": "qcow2"}'
```

4. Create a PVC with the StorageClass. Then the backing image will be created (with the Longhorn volume) if it does not exist.
5. Longhorn starts to prepare the backing images to disks for the replicas when a volume using the backing image is attached to a node.

#### Notice:
- Please be careful of the escape character `\` when you input a download URL in a StorageClass.

## Utilize a backing image in a volume

Users can [directly create then immediately use a backing image via StorageClass](./#create-and-use-a-backing-image-via-storageclass-and-pvc),
or utilize an existing backing image as mentioned below.

#### Use an existing backing
##### Use an existing backing Image during volume creation
1. Click **Setting > Backing Image** in the Longhorn UI.
2. Click **Create Backing Image** to create a backing image with a unique name and a valid URL.
3. During the volume creation, specify the backing image from the backing image list.
4. Longhorn starts to download the backing image to disks for the replicas when a volume using the backing image is attached to a node.

##### Use an existing backing Image during volume restore
1. Click `Backup` and pick up a backup volume for the restore.
2. As long as the backing image is already set for the backup volume, Longhorn will automatically choose the backing image during the restore.
3. Longhorn allows you to re-specify/override the backing image during the restore.

#### Download the backing image file to the local machine
Since v1.3.0, users can download existing backing image files to the local via UI.

#### Notice:
- Users need to make sure the backing image existence when they use UI to create or restore a volume with a backing image specified.
- Before downloading an existing backing image file to the local, users need to guarantee there is a ready file for it.

## Clean up backing images

#### Clean up backing images in disks
- Longhorn automatically cleans up the unused backing image files in the disks based on [the setting `Backing Image Cleanup Wait Interval`](../../references/settings#backing-image-cleanup-wait-interval). But Longhorn will retain at least one file in a disk for each backing image anyway.
- The unused backing images can be also cleaned up manually via the Longhorn UI: Click **Setting > Backing Image > Operation list of one backing image > Clean Up**. Then choose disks.
- Once there is one replica in a disk using a backing image, no matter what the replica's current state is, the backing image file in this disk cannot be cleaned up.

#### Delete backing images
- The backing image can be deleted only when there is no volume using it.

## Backing image recovery
- If there is still a ready backing image file in one disk, Longhorn will automatically clean up the failed backing image files then re-launch these files from the ready one.
- If somehow all files of a backing image become failed, and the first file is :
- downloaded from a URL, Longhorn will restart the downloading.
- exported from an existing volume, Longhorn will (attach the volume if necessary then) restart the export.
- uploaded from user local env, there is no way to recover it. Users need to delete this backing image then re-create a new one by re-uploading the file.
- When a node is down or the backing image manager pod on the node is unavailable, all backing image files on the node will become `unknown`. Later on if the node is back and the pod is running, Longhorn will detect then reuse the existing files automatically.

## Backing image Workflow
1. To manage all backing image files in a disk, Longhorn will create one backing image manager pod for each disk. Once the disk has no backing image file requirement, the backing image manager will be removed automatically.
2. Once a backing image file is prepared by the backing image manager for a disk, the file will be shared among all volume replicas in this disk.
3. When a backing image is created, Longhorn will launch a backing image data source pod to prepare the first file. The file data is from the data source users specified (download from remote/upload from local/export from the volume). After the preparation done, the backing image manager pod in the same disk will take over the file then Longhorn will stop the backing image data source pod.
4. Once a new backing image is used by a volume, the backing image manager pods in the disks that the volume replicas reside on will be asked to sync the file from the backing image manager pods that already contain the file.
5. As mentioned in the section [#clean-up-backing-images-in-disks](#clean-up-backing-images-in-disks), the file will be cleaned up automatically if all replicas in one disk do not use one backing image file.

## Warning
- The download URL of the backing image should be public. We will improve this part in the future.
- If there is high memory usage of one backing image manager pod after [file download](#download-the-backing-image-file-to-the-local-machine), this is caused by the system cache/buffer. The memory usage will decrease automatically hence you don't need to worry about it. See [the GitHub ticket](https://github.com/longhorn/longhorn/issues/4055) for more details.

## History
* Available since v1.1.1 [Enable backing image feature in Longhorn](https://github.com/Longhorn/Longhorn/issues/2006)
* Support [upload]((https://github.com/longhorn/longhorn/issues/2404) and [volume exporting](https://github.com/longhorn/longhorn/issues/2403) since v1.2.0.
* Support [download to local]((https://github.com/longhorn/longhorn/issues/2404) and [volume exporting](https://github.com/longhorn/longhorn/issues/3155) since v1.3.0.
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---
title: Customizing Default Settings
weight: 1
---

You may customize Longhorn's default settings while installing or upgrading. You may specify, for example, `Create Default Disk With Node Labeled` and `Default Data Path` before starting Longhorn.

The default settings can be customized in the following ways:

- [Installation](#installation)
- [Using the Rancher UI](#using-the-rancher-ui)
- [Using the Longhorn Deployment YAML File](#using-the-longhorn-deployment-yaml-file)
- [Using Helm](#using-helm)
- [Update Settings](#update-settings)
- [Using the Longhorn UI](#using-the-longhorn-ui)
- [Using the Rancher UI](#using-the-rancher-ui-1)
- [Using Kubectl](#using-kubectl)
- [Using Helm](#using-helm-1)
- [Upgrade](#upgrade)
- [Using the Rancher UI](#using-the-rancher-ui-2)
- [Using the Longhorn Deployment YAML File](#using-the-longhorn-deployment-yaml-file-1)
- [Using Helm](#using-helm-2)
- [History](#history)


> **NOTE:** When using Longhorn Deployment YAML file or Helm for installation, updating or upgrading, if the value of a default setting is an empty string and valid, the default setting will be cleaned up in Longhorn. If not, Longhorn will ignore the invalid values and will not update the default values.
## Installation
### Using the Rancher UI

From the project view in Rancher, go to **Apps && Marketplace > Longhorn > Install > Next > Edit Options > Longhorn Default Settings > Customize Default Settings** and edit the settings before installing the app.

### Using the Longhorn Deployment YAML File

1. Download the longhorn repo:

```shell
git clone https://github.com/longhorn/longhorn.git
```

1. Modify the config map named `longhorn-default-setting` in the yaml file `longhorn/deploy/longhorn.yaml`.

In the below example, users customize the default settings, backup-target, backup-target-credential-secret, and default-data-path.
When the setting is absent or has a leading `#` symbol, the default setting will use the default value in Longhorn or the customized values previously configured.

```yaml
---
apiVersion: v1
kind: ConfigMap
metadata:
name: longhorn-default-setting
namespace: longhorn-system
data:
default-setting.yaml: |-
backup-target: s3://backupbucket@us-east-1/backupstore
backup-target-credential-secret: minio-secret
#allow-recurring-job-while-volume-detached:
#create-default-disk-labeled-nodes:
default-data-path: /var/lib/longhorn-example/
#replica-soft-anti-affinity:
#replica-auto-balance:
#storage-over-provisioning-percentage:
#storage-minimal-available-percentage:
#upgrade-checker:
#default-replica-count:
#default-data-locality:
#default-longhorn-static-storage-class:
#backupstore-poll-interval:
#taint-toleration:
#system-managed-components-node-selector:
#priority-class:
#auto-salvage:
#auto-delete-pod-when-volume-detached-unexpectedly:
#disable-scheduling-on-cordoned-node:
#replica-zone-soft-anti-affinity:
#node-down-pod-deletion-policy:
#node-drain-policy:
#replica-replenishment-wait-interval:
#concurrent-replica-rebuild-per-node-limit:
#disable-revision-counter:
#system-managed-pods-image-pull-policy:
#allow-volume-creation-with-degraded-availability:
#auto-cleanup-system-generated-snapshot:
#concurrent-automatic-engine-upgrade-per-node-limit:
#backing-image-cleanup-wait-interval:
#backing-image-recovery-wait-interval:
#guaranteed-instance-manager-cpu:
#kubernetes-cluster-autoscaler-enabled:
#orphan-auto-deletion:
#storage-network:
#recurring-successful-jobs-history-limit:
#recurring-failed-jobs-history-limit:
---
```

### Using Helm

Use the Helm command with the `--set` flag to modify the default settings. For example:

- Helm 2
```shell
helm install longhorn/longhorn \
--name longhorn \
--namespace longhorn-system \
--set defaultSettings.taintToleration="key1=value1:NoSchedule; key2:NoExecute"
```

- Helm 3
```shell
helm install longhorn longhorn/longhorn \
--namespace longhorn-system \
--create-namespace \
--set defaultSettings.taintToleration="key1=value1:NoSchedule; key2:NoExecute"
```

You can also provide a copy of the `values.yaml` file with the default settings modified to the `--values` flag when running the Helm command:

1. Obtain a copy of the `values.yaml` file from GitHub:

```shell
curl -Lo values.yaml https://raw.githubusercontent.com/longhorn/charts/master/charts/longhorn/values.yaml
```

2. Modify the default settings in the YAML file. The following is an example snippet of `values.yaml`:

When the setting is absent or has a leading `#` symbol, the default setting will use the default value in Longhorn or the customized values previously configured.

```yaml
defaultSettings:
backupTarget: s3://backupbucket@us-east-1/backupstore
backupTargetCredentialSecret: minio-secret
createDefaultDiskLabeledNodes: true
defaultDataPath: /var/lib/longhorn-example/
replicaSoftAntiAffinity: false
storageOverProvisioningPercentage: 600
storageMinimalAvailablePercentage: 15
upgradeChecker: false
defaultReplicaCount: 2
defaultDataLocality: disabled
defaultLonghornStaticStorageClass: longhorn-static-example
backupstorePollInterval: 500
taintToleration: key1=value1:NoSchedule; key2:NoExecute
systemManagedComponentsNodeSelector: "label-key1:label-value1"
priorityClass: high-priority
autoSalvage: false
disableSchedulingOnCordonedNode: false
replicaZoneSoftAntiAffinity: false
volumeAttachmentRecoveryPolicy: never
nodeDownPodDeletionPolicy: do-nothing
guaranteedInstanceManagerCpu: 15
orphanAutoDeletion: false
```

3. Run Helm with `values.yaml`:
- Helm 2
```shell
helm install longhorn/longhorn \
--name longhorn \
--namespace longhorn-system \
--values values.yaml
```
- Helm 3
```shell
helm install longhorn longhorn/longhorn \
--namespace longhorn-system \
--create-namespace \
--values values.yaml
```

For more info about using helm, see the section about
[installing Longhorn with Helm](../../../deploy/install/install-with-helm)

## Update Settings

### Using the Longhorn UI

We recommend using the Longhorn UI to change Longhorn setting on the existing cluster. It would make the setting persistent.

### Using the Rancher UI

From the project view in Rancher, go to **Apps && Marketplace > Longhorn > Upgrade > Next > Edit Options > Longhorn Default Settings > Customize Default Settings** and edit the settings before upgrading the app to the current Longhorn version.

### Using Kubectl

If you prefer to use the command line to update the setting, you could use `kubectl`.
```shell
kubectl edit settings <SETTING-NAME> -n longhorn-system
```

### Using Helm

Modify the default settings in the YAML file as described in [Fresh Installation > Using Helm](#using-helm) and then update the settings using
```
helm upgrade longhorn longhorn/longhorn --namespace longhorn-system --values ./values.yaml --version `helm list -n longhorn-system -o json | jq -r .'[0].app_version'`
```

## Upgrade

### Using the Rancher UI

From the project view in Rancher, go to **Apps && Marketplace > Longhorn > Upgrade > Next > Edit Options > Longhorn Default Settings > Customize Default Settings** and edit the settings before upgrading the app.
### Using the Longhorn Deployment YAML File

Modify the config map named `longhorn-default-setting` in the yaml file `longhorn/deploy/longhorn.yaml` as described in [Fresh Installation > Using the Longhorn Deployment YAML File](#using-the-longhorn-deployment-yaml-file) and then upgrade the Longhorn system using `kubectl`.

### Using Helm

Modify the default settings in the YAML file as described in [Fresh Installation > Using Helm](#using-helm) and then upgrade the Longhorn system using `helm upgrade`.

## History
Available since v1.3.0 ([Reference](https://github.com/longhorn/longhorn/issues/2570))
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