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TrueNASTrueNAS Development Documentation
This content follows experimental development changes in TrueNAS 27, a future version of TrueNAS.
Use the Product and Version selectors above to view content specific to a stable software release.

Storage Tiering Pool Migration

TrueNAS Enterprise
Storage Tiering is only available on TrueNAS Enterprise systems.

Overview

This tutorial covers using the ZFS storage tiering feature introduced in TrueNAS 26 to migrate a TrueNAS Enterprise storage appliance from a two-pool configuration (for example, an HDD pool with a mirrored special vdev and a separate SSD pool) to a single tiered pool.

If your goal is to migrate data between two local pools without enabling storage tiering, follow the Local Pool Migration Guide instead.

This procedure addresses requirements for starting and configuring the target:

  • Starting configuration (TrueNAS 25.10)

    • Pool A: HDD pool with a mirrored special vdev
    • Pool B: SSD pool for fast storage
  • Target configuration (TrueNAS 26 or later)

    • Pool A: tiered pool with the SSDs from the former Pool B absorbed into the Pool A special vdev to provide Performance Tier capacity
ZFS storage tiering does not support zvols! iSCSI, NVMeT, or Fibre Channel block protocols, which use zvols, might not benefit from tiering, and can experience reduced performance after changing pool topology according to this procedure.
Migrating from a two-pool configuration to a single tiered pool is a significant and disruptive storage configuration change. Make sure you have everything you need in the preparation phase before continuing to the migration phase.

Have the following ready:

  • List of shares and share types being moved
  • List of backup tasks being moved
  • New topology plan for the target pool (including new special vdev configuration)
  • List of which datasets you need to migrated to the performance tier after the move, and the priority order
  • Details and hierarchy of any encrypted datasets being moved, and the encryption key or passphrases to unlock them

The work is divided into three phases:

Phase 1: Preparation — split into two parts: a week before the maintenance window, and the day of.

Phase 2: Migration — the data and configuration move, followed by destroying Pool B to reuse the drives in Pool A.

Phase 3: Tiering — enable tiering and queue tier migration jobs to move priority datasets to the Performance Tier.

Phase 1: Prepartion

Preparation is performed in two stages, one completed approximately one week before, and the other the day of the planned migration.

One Week Before Migration

Complete these tasks approximately one week before the scheduled maintenance window. Use this time to identify issues and reduce risks during the maintenance window.

  • Upgrade the system (or both controllers on HA systems) to TrueNAS 26.
  • Confirm that Pool A has sufficient space to hold the data from Pool B.
  • Contact support to acquire a new license for TrueNAS 26 with the ZFS Storage Tiering feature is included.
  • Move the system dataset to Pool A if it is not located there already.
  • Configure local replication tasks for data from Pool B to Pool A. Ensure your Pool B dataset hierarchy is set up to avoid name collisions with existing datasets in Pool A.
  • Be prepared to reconfiguration local storage paths after they change pools.
  • Reconfigure apps, containers, and VMs to use Pool A.
  • Move local user account home directories from Pool B to Pool A.
  • Verify the Storage > Tiering form is available in the WebUI, and that the Enable checkbox is present and unchecked.
  • Schedule and confirm an uninterrupted 4-hour maintenance window for the migration.

If you are using multi-layered ZFS encryption, contact support before continuing.

Contact support and verify the new configuration before continuing. Note that all data formerly on the SSD pool initially has lower performance after pool migration until it is migrated from the regular tier to the performance tier. TrueNAS queues tier migrations by dataset, so it is important that you maintain your priority order list of which datasets you need to migrated to the performance tier after the move. You cannot pre-stage them because the required pool topology does not exist until TrueNAS 26.

Day of Migration

Complete these checks immediately before the beginning of migration work.

  • Confirm that you have an uninterrupted 4-hour maintenance window and an escalation path to Support for the migration.
  • Verify you have IPMI access to the system (or both controllers on HA systems) as well as SSH access.
  • Download a system configuration backup, including the secret seed.
  • Download a system debug.
  • Ensure no client systems are connected to services shared by Pool B.
  • Stop all sharing services exporting data from Pool B. Do not delete the share configuration!
  • Stop all Pool B replication jobs that are not the local replication jobs you created for this migration.
    Do not delete the job configuration!
  • Issue a final snapshot and local replication to ensure all data on Pool B is fully replicated to Pool A.
  • Confirm the system dataset is still assigned to Pool A.
  • Verify directory services are healthy (if applicable).
  • Confirm that your reconfiguration plan has not changed.

If you are using multi-layered ZFS encryption, contact support before continuing.

Phase 2: Data and Configuration Migration

Complete these checks immediately before beginning migration work.

Migration Sequence

  1. Review all shares using storage on Pool B and follow the share migration steps for each share.

  2. Reload the Datasets page in the WebUI and confirm no datasets in Pool B show sharing icons. Open the Sharing page and confirm all share paths now point to Pool A.

    SMB Share Migration

    SMB Share Migration

    You can configure SMB shares to share a subdirectory inside a dataset rather than the root of the dataset. Do not delete and re-add SMB shares. Doing so removes the existing share ACL and replaces it with an open ACL, even if you maintain the exact the share settings in the UI.

    Go to Shares > Windows (SMB) Shares and identify every share associated with Pool B. Note the SMB share ACL (not the filesystem ACL).

    Click more_vert to the right of the share and click Edit. Change the share Path from the dataset on Pool B to the same dataset on Pool A. Be sure to maintain any subdirectory path export. For example: /mnt/Pool B/share/subdir changes to /mnt/Pool A/share/subdir.

    After changing and saving the path, view the SMB share ACL and verify it is identical to the starting you noted before the change configuration.

    NFS Share Migration

    NFS Share Migration

    You can configure NFS shares to share a subdirectory inside a dataset rather than the root of the dataset.

    Go to Shares > UNIX (NFS) Shares and identify every share associated with Pool B.

    Click more_vert to the right of the share and click Edit. Change the share Path from the dataset on Pool B to the same dataset on Pool A. Be sure to maintain any subdirectory path export. For example: /mnt/Pool B/share/subdir changes to /mnt/Pool A/share/subdir.

    iSCSI / NVMeT / FC Migration Migration

    iSCSI / NVMeT / FC Migration

    Edit the existing extent entries. Do not destroy and recreate extents.

    Go to Shares > Block (iSCSI) Shares Targets and select the Extents tab. Find the extent you want to change, then click more_vert to the right of the extent and select Edit. Change the Device Path from the zvol/file on Pool B to the same zvol/file on Pool A.

  3. Review all backup-related tasks on Pool B and follow the task migration steps for each item.

  4. Reload the Datasets page and confirm no stray backup tasks remain on Pool B. Open the Data Protection page and confirm no data protection tasks are active for Pool B.

    TrueCloud Backup Tasks Migration

    TrueCloud Backup Tasks Migration

    Depending on the TrueCloud service configuration (for example, if absolute paths are used), remote storage consumption can increase significantly after a path change. If you are using absolute paths, you might need to monitor space usage and clean up old backups from the previous pool.

    Go to Data Protection > TrueCloud Backup Tasks and click expand_more expand to the right of the task you need to change, then click Edit. Change the Local Source Path (and Cache Path if needed) to the new target on Pool A and click Save.

    Periodic Snapshot Tasks Migration

    Periodic Snapshot Tasks Migration

    Go to Data Protection > Periodic Snapshot Tasks and click expand_more expand to the right of the task you need to change, then click Edit. Change the dataset to the new target on Pool A. For example: Pool B/share changes to Pool A/share.

    Replication Tasks Migration

    Replication Tasks Migration

    Go to Data Protection > Replication Tasks and click expand_more expand to the right of the task you need to change, then click Edit. The configuration change depends on the direction of replication:

    • For tasks originating On this System, change the Source to the equivalent Pool A dataset.
    • For tasks originating On a Different System, change the Destination to the equivalent Pool A dataset.
    Cloudsync Tasks Migration

    Cloudsync Tasks Migration

    Go to Data Protection > Cloud Sync Tasks and click expand_more expand to the right of the task you need to change, then click Edit. Change the Directory/Files path to the new target on Pool A.

    Rsync Tasks Migration

    Rsync Tasks Migration

    Go to Data Protection > Rsync Tasks and click expand_more expand to the right of the task you need to change, then click Edit. Change the Local Path to the new location on Pool A.

  5. Review local user account home directories to confirm no accounts are using paths on Pool B.

At this point, you have reconfigured the server so that all shares, tasks, and user home directories are on Pool A. However, you can still revert all changes using the configuration file you previously saved. Before proceeding, verify all data is accessible via test clients at the new Pool A paths.

For replicated datasets and zvols, you might need to change them to read-write before the customer can validate access.

  1. Destroy Pool B from the WebUI. Go to Storage and click Disconnect on Pool B. Select Delete Pool. then confirm the export and click Disconnect
  1. Use the freed SSD drives to extend the special class on Pool A according to your reconfiguration plan by adding vdevs of the required type to the special class.
Any topology changes you make to Pool A (such as adding vdevs) are permanent. Thouroughly review the all new topology changes before applying them.

Phase 3: Tiering Configuration

After completing the migration and extending the special class with the SSD drives, you can enable storage tiering and queue datasets for Performance Tier migrations.

Enable Tiering

Go to Storage and click Tiering.

Tiering Screen
Figure 1: Tiering Screen

Enter your desired values for Max Concurrent Jobs and Max Used Percentage. Each dataset migration to the Performance Tier consumes one tier job. The default is two active dataset migrations at a time, with the remainder queued. Select Enable and click Save

Once tiering is on, SMB shares and Webshares stop following nested datasets. Each share exposes only its own dataset, and any child datasets under it is no longer visible to clients through that share. Create a separate share for each dataset you want to expose.

Migrate Performance Datasets

Go to Datasets, select a dataset in the tree view, then click Change next to the Storage Tier field in the Details card to migrate it to the Performance Tier.

Migrate the datasets according to the priority order list you created during the preparation phase.

Avoid unnecessary administrative failovers until all migrations are complete. In-progress tier migration jobs continue across failovers, but TrueNAS might not maintain queue ordering after service restarts or failovers.