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nixos/doc: Add chapter “necessary system state”

Suggested in the discussion of #268995.
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nicoo 2023-12-10 15:57:18 +00:00
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# NixOS {#sec-nixos-state}
NixOS itself obviously needs `/nix` to be persistent, so the system environment
can be linked from the nix store during activation.
Moreover, `/boot` should also be persistent, as it contains the kernel, initrd,
and the command-line determining the system environment's path in the nix store.
Lastly, `users.mutableUsers` should be false, *or* the following files under
`/etc` should all persist:
- {manpage}`passwd(5)` and {manpage}`group(5)`,
- {manpage}`shadow(5)` and {manpage}`gshadow(5)`,
- {manpage}`subuid(5)` and {manpage}`subgid(5)`.

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@ -8,6 +8,7 @@ rebooting.chapter.md
user-sessions.chapter.md
control-groups.chapter.md
logging.chapter.md
system-state.chapter.md
cleaning-store.chapter.md
containers.chapter.md
troubleshooting.chapter.md

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# Necessary system state {#ch-system-state}
Normally — on systems with a persistent `rootfs` — system services can persist state to
the filesystem without administrator intervention.
However, it is possible and not-uncommon to create [impermanent systems], whose
`rootfs` is either a `tmpfs` or reset during boot. While NixOS itself supports
this kind of configuration, special care needs to be taken.
[impermanent systems]: https://nixos.wiki/wiki/Impermanence
```{=include=} sections
nixos-state.section.md
systemd-state.section.md
zfs-state.section.md
```

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# systemd {#sec-systemd-state}
## `machine-id(5)` {#sec-machine-id}
`systemd` uses per-machine identifier — {manpage}`machine-id(5)` — which must be
unique and persistent; otherwise, the system journal may fail to list earlier
boots, etc.
`systemd` generates a random `machine-id(5)` during boot if it does not already exist,
and persists it in `/etc/machine-id`. As such, it suffices to make that file persistent.
Alternatively, it is possible to generate a random `machine-id(5)`; while the
specification allows for *any* hex-encoded 128b value, systemd itself uses
[UUIDv4], *i.e.* random UUIDs, and it is thus preferable to do so as well, in
case some software assumes `machine-id(5)` to be a UUIDv4. Those can be
generated with `uuidgen -r | tr -d -` (`tr` being used to remove the dashes).
Such a `machine-id(5)` can be set by writing it to `/etc/machine-id` or through
the kernel's command-line, though NixOS' systemd maintainers [discourage] the
latter approach.
[UUIDv4]: https://en.wikipedia.org/wiki/Universally_unique_identifier#Version_4_(random)
[discourage]: https://github.com/NixOS/nixpkgs/pull/268995
## `/var/lib/systemd` {#sec-var-systemd}
Moreover, `systemd` expects its state directory — `/var/lib/systemd` — to persist, for:
- {manpage}`systemd-random-seed(8)`, which loads a 256b “seed” into the kernel's RNG
at boot time, and saves a fresh one during shutdown;
- {manpage}`systemd.timer(5)` with `Persistent=yes`, which are then run after boot if
the timer would have triggered during the time the system was shut down;
- {manpage}`systemd-coredump(8)` to store core dumps there by default;
(see {manpage}`coredump.conf(5)`)
- {manpage}`systemd-timesyncd(8)`;
- {manpage}`systemd-backlight(8)` and {manpage}`systemd-rfkill(8)` persist hardware-related
state;
- possibly other things, this list is not meant to be exhaustive.
In any case, making `/var/lib/systemd` persistent is recommended.
## `/var/log/journal/{machine-id}` {#sec-var-journal}
Lastly, {manpage}`systemd-journald(8)` writes the system's journal in binary
form to `/var/log/journal/{machine-id}`; if (locally) persisting the entire log
is desired, it is recommended to make all of `/var/log/journal` persistent.
If not, one can set `Storage=volatile` in {manpage}`journald.conf(5)`
([`services.journald.storage = "volatile";`](#opt-services.journald.storage)),
which disables journal persistence and causes it to be written to
`/run/log/journal`.

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# ZFS {#sec-zfs-state}
When using ZFS, `/etc/zfs/zpool.cache` should be persistent (or a symlink to a persistent
location) as it is the default value for the `cachefile` [property](man:zpoolprops(7)).
This cachefile is used on system startup to discover ZFS pools, so ZFS pools
holding the `rootfs` and/or early-boot datasets such as `/nix` can be set to
`cachefile=none`.
In principle, if there are no other pools attached to the system, `zpool.cache`
does not need to be persisted; it is however *strongly recommended* to persist
it, in case additional pools are added later on, temporarily or permanently:
While mishandling the cachefile does not lead to data loss by itself, it may
cause zpools not to be imported during boot, and services may then write to a
location where a dataset was expected to be mounted.