NFSV4(4)

NAME
NFSv4 - NFS Version 4 Protocol

DESCRIPTION
The NFS client and server provides support for the NFSv4 specification; see The protocol is somewhat similar to NFS Version 3, but differs in significant ways. It uses a single compound RPC that concatenates operations to-gether. Each of these operations are similar to the RPCs of NFS Version 3. The operations in the compound are performed in order, until one of them fails (returns an error) and then the RPC terminates at that point.

It has integrated locking support, which implies that the server is no longer stateless. As such, the NFSv4 server remains in recovery mode for a grace period (always greater than the lease duration the server uses) after a reboot. During this grace period, clients may recover state but not perform other open/lock state changing operations. To provide for correct recovery semantics, a small file described by stablerestart(5) is used by the server during the recovery phase. If this file is missing or empty, there is a backup copy maintained by nfsd(8) that will be used. If either file is missing, they will be created by the nfsd(8). If both the file and the backup copy are empty, it will result in the server starting without providing a grace period for recovery. Note that recovery only occurs when the server machine is rebooted, not when the nfsd(8) are just restarted.

It provides several optional features not present in NFS Version 3:

    - NFS Version 4 ACLs
    - Referrals, which redirect subtrees to other servers
      (not yet implemented)
    - Delegations, which allow a client to operate on a file locally
    - pNFS, where I/O operations are separated from Metadata operations
    And for NFSv4.2 only
    - User namespace extended attributes
    - lseek(SEEK_DATA/SEEK_HOLE)
    - File copying done locally on the server for copy_file_range(2)
    - posix_fallocate(2)
    - posix_fadvise(POSIX_FADV_WILLNEED/POSIX_FADV_DONTNEED)

The NFSv4 protocol does not use a separate mount protocol and assumes that the server provides a single file system tree structure, rooted at the point in the local file system tree specified by one or more

    V4: <rootdir> [-sec=secflavors] [host(s) or net]

line(s) in the exports(5) file. (See exports(5) for details.) The nfsd(8) allows a limited subset of operations to be performed on non-exported subtrees of the local file system, so that traversal of the tree to the exported subtrees is possible. As such, the ‘<rootdir>’ can be in a non-exported file system. The exception is ZFS, which checks exports and, as such, all ZFS file systems below the ‘<rootdir>’ must be exported. However, the entire tree that is rooted at that point must be in local file systems that are of types that can be NFS exported. Since the NFSv4 file system is rooted at ‘<rootdir>’, setting this to anything other than ‘/’ will result in clients being required to use different mount paths for NFSv4 than for NFS Version 2 or 3. Unlike NFS Version 2 and 3, Version 4 allows a client mount to span across multiple server file systems, although not all clients are capable of doing this.

NFSv4 uses strings for users and groups instead of numbers. On the wire, these strings can either have the numbers in the string or take the form:

    <user>@<dns.domain>

where ‘<dns.domain>’ is not the same as the DNS domain used for host name lookups, but is usually set to the same string. Most systems set this ‘<dns.domain>’ to the domain name part of the machine's hostname(1) by default. However, this can normally be overridden by a command line option or configuration file for the daemon used to do the name<->number mapping. Under FreeBSD, the mapping daemon is called nfsuserd(8) and has a command line option that overrides the domain component of the machine's hostname. For use of this form of string on NFSv4, either client or server, this daemon must be running.

The form where the numbers are in the strings can only be used for AUTH_SYS. To configure your systems this way, the nfsuserd(8) daemon should not be running on the NFS systems, but the following sysctls need to be set to 1 on the NFS server.

    vfs.nfs.enable_uidtostring
    vfs.nfsd.enable_stringtouid

However, on the NFS client only the sysctl

    vfs.nfs.enable_uidtostring

needs to be set to 1.

If these strings are not configured correctly, ‘ls -l’ will typically report a lot of ‘nobody’ and ‘nogroup’ ownerships.

Although uid/gid numbers are no longer used in the NFSv4 protocol except optionally in the above strings, they will still be in the RPC authentication fields when using AUTH_SYS (sec=sys), which is the default. As such, in this case both the user/group name and number spaces must be consistent between the client and server.

However, if you run NFSv4 with RPCSEC_GSS (sec=krb5, krb5i, krb5p), only names and KerberosV tickets will go on the wire.

SERVER SETUP
To set up the NFS server that supports NFSv4, you will need to set the variables in rc.conf(5) as follows:

    nfs_server_enable="YES"
    nfsv4_server_enable="YES"

plus

    nfsuserd_enable="YES"

if the server is using the ‘<user>@<domain>’ form of user/group strings or is using the ‘-manage-gids’ option for nfsuserd(8).

In addition, you can set:

    nfsv4_server_only="YES"

to disable support for NFSv2 and NFSv3.

You will also need to add at least one ‘V4:’ line to the exports(5) file for NFSv4 to work.

If the file systems you are exporting are only being accessed via NFSv4 there are a couple of sysctl(8) variables that you can change, which might improve performance.

vfs.nfsd.issue_delegations
    when set non-zero, allows the server to issue Open Delegations to clients. These delegations permit the client to manipulate the file locally on the client. Unfortunately, at this time, client use of delegations is limited, so performance gains may not be observed. This can only be enabled when the file systems being exported to NFSv4 clients are not being accessed locally on the server and, if being accessed via NFS Version 2 or 3 clients, these clients cannot be using the NLM.

vfs.nfsd.enable_locallocks
    can be set to 0 to disable acquisition of local byte range locks. Disabling local locking can only be done if neither local accesses to the exported file systems nor the NLM is operating on them.

Note that Samba server access would be considered ‘local access’ for the above discussion.

To build a kernel with the NFS server that supports NFSv4 linked into it, the

    options	NFSD

must be specified in the kernel's config(5) file.

CLIENT MOUNTS
To do an NFSv4 mount, specify the ‘nfsv4’ option on the mount_nfs(8) command line. This will force use of the client that supports NFSv4 plus set ‘tcp’ and NFSv4.

The nfsuserd(8) must be running if name<->uid/gid mapping is being used, as above. Also, since an NFSv4 mount uses the host uuid to identify the client uniquely to the server, you cannot safely do an NFSv4 mount when

    hostid_enable="NO"

is set in rc.conf(5).

If the NFSv4 server that is being mounted on supports delegations, you can start the nfscbd(8) daemon to handle client side callbacks. This will occur if

    nfsuserd_enable="YES"	<-- If name<->uid/gid mapping is being used.
    nfscbd_enable="YES"

are set in rc.conf(5).

Without a functioning callback path, a server will never issue Delegations to a client.

For NFSv4.0, by default, the callback address will be set to the IP address acquired via rtalloc() in the kernel and port# 7745. To override the default port#, a command line option for nfscbd(8) can be used.

To get callbacks to work when behind a NAT gateway, a port for the callback service will need to be set up on the NAT gateway and then the address of the NAT gateway (host IP plus port#) will need to be set by assigning the sysctl(8) variable vfs.nfs.callback_addr to a string of the form:

N.N.N.N.N.N

where the first 4 Ns are the host IP address and the last two are the port# in network byte order (all decimal #s in the range 0-255).

For NFSv4.1 and NFSv4.2, the callback path (called a backchannel) uses the same TCP connection as the mount and, as such, no additional configuration is needed for the callback path.

To build a kernel with the client that supports NFSv4 linked into it, the option

    options	NFSCL

must be specified in the kernel's config(5) file.

Options can be specified for the nfsuserd(8) and nfscbd(8) daemons at boot time via the ‘nfsuserd_flags’ and ‘nfscbd_flags’ rc.conf(5) variables.

NFSv4 mount(s) against exported volume(s) on the same host are not recommended, since this can result in a hung NFS server. It occurs when an nfsd thread tries to do an NFSv4 VOP_RECLAIM() / Close RPC as part of acquiring a new vnode. If all other nfsd threads are blocked waiting for lock(s) held by this nfsd thread, then there is no nfsd thread to service the Close RPC.

NFSv4 ROOT FILE SYSTEM

For an NFSv4 root file system, there are a few things that need to be done beyond what is needed for an NFSv3 root file system. The NFS server must be configured with the ‘<rootdir>’ as / so that the mount path is the same for NFSv4 as NFSv3. This is required because the bootstrap code still uses NFSv3.

The following additional changes are required in the exported root file system.

In fstab(5), the ‘nfsv4’ mount option must be specified in the line for the root mount.

In /boot/loader.conf the line

    boot.nfsroot.options="nfsv4"

is needed to tell the kernel to use NFSv4 for the root mount. Additional mount options may be specified.

If your NFSv4 setup is using the form where the uid/gid numbers are in strings, the sysctl ‘vfs.nfs.enable_uidtostring’ must be set to one before any NFSv4 read/write mounts are done. The recommended way to do this is to put

    vfs.nfs.enable_uidtostring=1

in /etc/sysctl.conf in the FS exported root file system. Alternately, if your NFSv4 setup is using ‘<user>@<dns.domain>’ via nfsuserd(8) for uids/gids, then you need the following additional line in /boot/loader.conf

    boot.nfsroot.user_domain="<dns.domain>"

which tells the booting kernel that you are going to be doing mapping via nfsuserd(8) and what your ‘<dns.domain>’ is. The booting kernel will set a few critical mappings to allow the boot to proceed until the nfsuserd(8) daemon is started. Then in /etc/rc.conf you need the lines

    nfsuserd_enable="YES"
    nfsuserd_flags="-domain <dns.domain>"

to start the daemon.

Beyond this, the setup should be the same as would be used for an NFSv3 root file system. See section ‘Diskless Operation with PXE’ in the ‘Advanced Networking’ chapter of the ‘FreeBSD Handbook’, although configuring hosts as fixed addresses in your ‘dhcpd.conf’ might be preferable.

FILES
/var/db/nfs-stablerestart
    NFS V4 stable restart file
/var/db/nfs-stablerestart.bak
    backup copy of the file

SEE ALSO
stablerestart(5), mountd(8), nfscbd(8), nfsd(8), nfsdumpstate(8), nfsrevoke(8), nfsuserd(8)

BUGS
At this time, there is no recall of delegations for local file system operations. As such, delegations should only be enabled for file systems that are being used solely as NFS export volumes and are not being accessed via local system calls nor services such as Samba.