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pikvm/docs/msd.md

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# Mass Storage Drive
This powerful feature that is available on all PiKVM V2+ devices.
It allows PiKVM to emulate a virtual CD/DVD or Flash Drive for the target host
which will be available even in BIOS/UEFI when you need live disk to revive the OS
or even reinstall it.
!!! warning
This document is relevant for `KVMD >= 4.49`.
**Also since this version, PiKVM supports DVD emulation!**
If you are using an older version, please update the PiKVM OS:
{!_update_os.md!}
| Take a look at the `Drive` menu in the Web UI |
|-----------------------------------------------|
| <img src="drive_menu.png" width="400" /> |
The following actions are available here:
* Uploading an image to the internal storage of PiKVM.
* Selecting an image to connect to the target host.
* Changing the media type and write availability mode.
* Downloading an image from the PiKVM storage.
* Drive connection management and much more.
!!! warning
Never turn off the power of the PiKVM while the image is being uploaded
or while the image is connected to the target host in write mode.
This may cause file corruption.
The rest of the time, power off is safe because the PiKVM filesystem
will be in read-only mode.
!!! info "Changing the media type between CD/DVD and Flash is possible only when the device is reconnected"
On PiKVM V3 and V4, this can be done using the `System -> Connect main USB` switch in the Web UI.
In this case, the **media type is determined at the time of connecting the image, and not by clicking on the switch**.
The switch affects the settings of the future connection. For non-V3/V4 devices,
you need to either reboot your target host or otherwise reinitialize the drive.
-----
## Manual images uploading
PiKVM stores images in a special memory card partition mounted in `/var/lib/kvmd/msd`.
Most of the time, the partition is read-only, and is remounted for writing automatically
if the appropriate drive emulation mode is enabled, or to upload a new image.
This protects the data from damage in the event of a sudden loss of power.
??? example "Step by step: Manual image uploading using SCP or rsync"
1. Remount internal storage to read-write mode manually:
```console
[root@pikvm ~]# kvmd-helper-otgmsd-remount rw
```
2. Upload the image(s) to `/var/lib/kvmd/msd` using `scp` or some other tool.
3. Remount internal storage back to safe read-only mode:
```console
[root@pikvm ~]# kvmd-helper-otgmsd-remount ro
```
!!! tip
An HTTP API for Mass Storage management is also [available](api.md#mass-storage-drive) for advanced use.
-----
## Writable Flash Drive
When emulating Flash Drive on PiKVM, you can allow the target host to write files to the image.
After stopping the drive, this image can be downloaded and opened on the local host.
This is useful if you need to get some files from the target host.
The file system image for the virtual Flash Drive must be prepared in advance.
This can be done either on the local host or in the PiKVM console.
Here some options:
??? example "Step by step: Creating simple FAT32 image on PiKVM"
1. Remount internal storage to read-write mode manually:
```console
[root@pikvm ~]# kvmd-helper-otgmsd-remount rw
```
2. Create an empty image file in `/var/lib/kvmd/msd` (this is the internal storage of PiKVM images)
of desired size (512MB in this example) and format it to FAT32:
```console
[root@pikvm ~]# dd if=/dev/zero of=/var/lib/kvmd/msd/flash.img bs=1M count=512 status=progress
[root@pikvm ~]# loop=$(losetup -f)
[root@pikvm ~]# echo -e 'o\nn\np\n1\n\n\nt\nc\nw\n' | fdisk /var/lib/kvmd/msd/flash.img
[root@pikvm ~]# losetup -P $loop /var/lib/kvmd/msd/flash.img
[root@pikvm ~]# mkfs.vfat ${loop}p1
[root@pikvm ~]# losetup -d $loop
[root@pikvm ~]# chmod 666 /var/lib/kvmd/msd/flash.img
```
3. Remount internal storage back to safe read-only mode:
```console
[root@pikvm ~]# kvmd-helper-otgmsd-remount ro
```
!!! note
* For PiKVM V3+ you'll need to toggle the USB connection using the Web UI: Switch `System -> Connect Main USB` to off, then on.
* For V2 you'l need to reboot the target host.
??? example "Step by step: Creating an image on a local macOS"
1. Open `Disk Utility`.
2. Click menu `File -> New Image -> Blank Image`.
3. Set some options:
| `Format` and `Partitions` are very important |
|----------------------------------------------|
| <img src="macos_flash_dmg.png" width="400"> |
4. Click `Save`. The drive will automatically be mounted.
5. Copy files (such as BIOS updates) onto the new image (via terminal or drag and drop in Finder).
6. Eject image.
7. Rename the image file from `.dmg` to `.img`.
8. Upload the image to PiKVM.
The image `flash.img` now should be available in the `Drive` menu in Web UI.
Change drive mode to the `Flash` position and enable `Writable` switch.
Connect the image, do whatever is necessary, with files, and disconnect it.
The modified image containing your files can be downloaded to a local host
by selecting it from the menu and clicking the floppy disk icon.
-----
## NFS storage
It is possible to create a shared image storage for an entire fleet of PiKVMs using [NFS](https://en.wikipedia.org/wiki/Network_File_System).
If you have some shares, you can easily connect them to PiKVM by creating mount points and adding relevant records to `/etc/fstab`.
At the same time, you will be able to upload images via PiKVM Web UI to NFS, and still use local storage.
??? example "Step by step: Connecting NFS storage"
1. Update OS:
{!_update_os.md!}
2. Make some preparations:
```console
[root@pikvm ~]# rw
[root@pikvm ~]# pacman -S nfs-utils
[root@pikvm ~]# kvmd-helper-otgmsd-remount rw
[root@pikvm ~]# mkdir -p /var/lib/kvmd/msd/NFS_Primary
[root@pikvm ~]# mkdir -p /var/lib/kvmd/msd/NFS_Secondary
[root@pikvm ~]# kvmd-helper-otgmsd-remount ro
```
2. Add NFS shares to `/etc/fstab`:
```fstab
server:/srv/nfs/NFS_Primary /var/lib/kvmd/msd/NFS_Primary nfs vers=3,timeo=1,retrans=1,soft,nolock 0 0
server:/srv/nfs/NFS_Secondary /var/lib/kvmd/msd/NFS_Secondary nfs vers=3,timeo=1,retrans=1,soft,nolock 0 0
```
3. Perform `reboot` to apply all changes.
Make sure that the `kvmd` user has the *read* access from these directories. You can also give the *write* access if needed.
For the best performance, it is required to ensure reliable connectivity with NFS server and use minimum `timeo` and `retrans` values.
**Using the `soft` option is mandatory, `nolock` is recommended.**
Note if an image is added to the NFS storage from the outside, PiKVM will not be able to track this event, so it is required to use
`Drive -> Reset` in the Web UI to update the list of images.
Configuring an NFS server is beyond the scope of this guide.
-----
## Samba/CIFS storage
If you already have a local samba server e.g. Unraid or another NAS you can use the isos from there.
To refresh the list of available isos on the share it is currently necessary to reboot.
??? example "Step by step: Connecting Samba/CIFS storage"
1. Update OS:
{!_update_os.md!}
2. Make some preparations:
```console
[root@pikvm ~]# rw
[root@pikvm ~]# pacman -S cifs-utils
[root@pikvm ~]# kvmd-helper-otgmsd-remount rw
[root@pikvm ~]# mkdir -p /var/lib/kvmd/msd/isos
[root@pikvm ~]# kvmd-helper-otgmsd-remount ro
```
2. Add Samba/CIFS shares to `/etc/fstab`:
```fstab
//192.168.0.1/isos /var/lib/kvmd/msd/isos cifs guest,_netdev,nofail 0 0
```
3. Perform `reboot` to apply all changes.
-----
### exFAT filesystem warning
Using the existing USB ports you can reduce writes to the internal SSD card by storing
images on a USB thumb drive. This is mounted as would NFS or Samba, above. As recent
drives are starting to come formatted with `exfat` instead of `fat` or `NTFS`, the
linux kernel will default to 'root' ownership of the mountpoint. This means the
volume will be visible in the 'Media' menu, but will be marked as `[read-only]`, without
any obvious reason.
The correct `/etc/fstab` entry for a USB drive that presents as `/dev/sda1` with an
exfat filesystem is:
```fstab
/dev/sda1 /var/lib/kvmd/msd/usb exfat auto,nofail,rw,umask=0000 0 0
```
This says to mount it automatically, do not fail if it's missing, mount it read/write by
default, and allow all users and groups access to it.
Don't forget to create `/var/lib/kvmd/msd/usb` directory:
```console
[root@pikvm ~]# kvmd-helper-otgmsd-remount
[root@pikvm ~]# mkdir -p /var/lib/kvmd/msd/usb
[root@pikvm ~]# kvmd-helper-otgmsd-remount ro
```
-----
## Multiple drives
By default, PiKVM creates one virtual drive for Mass Storage emulation.
However, if necessary, you can create additional ones and manage them using console utility.
This is useful if there is a need to boot the target host from the first drive,
and then connect the second to exchange files.
!!! note
The first virtual drive is available for management both in the Web UI (the `Drive` menu)
and using [the console utility](#second-writable-flash-drive). Extra drives are controlled only from console.
The issue of additional drives concerns compatibility.
There is an assumption that multiple drives on the same USB may confuse some BIOS/UEFI.
So for paranoid reasons, this feature requires manual activation.
It is recommended setting up the drives in advance, making sure that booting from ISO CD or Flash is still working
with your specific target host, and then using the drives as planned.
Also additional drives consumes extra endpoints, read more under the spoiler:
{!_usb_limits.md!}
So, to add a second virtual drive, follow this:
??? example "Step by step: Enabling an additional drive"
1. Switch the filesystem to read-write mode:
```console
[root@pikvm ~]# rw
```
2. Edit `/etc/kvmd/override.yaml` and add the extra drive config section:
```yaml
otg:
devices:
drives:
enabled: true # Set it to true to enable
count: 1 # +1 drive, default value
default: # Default configuration for the all extra drives
cdrom: false # Default value (false for the generic flash drive, true for CD/DVD)
rw: false # Read-only by default
```
The `count` parameter determines the number of additional drives (remember the limit on endpoints).
Each of the drives will be created with the same initial parameters described in the `default` section.
3. Perform reboot:
```console
[root@pikvm ~]# reboot
```
-----
## Manual drives management
The `kvmd-otgmsd` console utility is used to manage additional (and the first main one) drives.
The full list of options can be found by running `kvmd-otgmsd --help`.
??? example "Step by step: Creating the flash drive image to get some files from the target host"
1. Switch the filesystem to read-write mode:
```console
[root@pikvm ~]# rw
```
2. Create an empty image file with desired size (1GB in this example):
```console
[root@pikvm ~]# dd if=/dev/zero of=/root/flash.img bs=1M count=1000 status=progress
```
3. Connect it to the drive `1` (the creation process is described in the previous section):
```console
[root@pikvm ~]# kvmd-otgmsd -i 1 --set-rw=1 --set-cdrom=0 --set-image=/root/flash.img
```
!!! note
* Index `0` represents the main drive that is controlled via the Web UI and API.
* If `--set-cdrom=1`, the drive will work as CD-ROM for small images, and as DVD-ROM for big.
Please note that CD/DVD can't be writable (you should use `--set-rw=0` in this case).
4. On this step, you will be able to access the flash drive from the target host
and format the it in the usual way.
5. View the drive state:
```console
[root@pikvm ~]# kvmd-otgmsd -i 1
Image file: /root/flash.img
CD/DVD flag: no
RW flag: yes
```
6. To disable the flash drive and view the files on it from the PiKVM, run:
```console
[root@pikvm ~]# kvmd-otgmsd -i 1 --unlock --eject
```
7. Don't forget to remount the root filesystem to read-only mode:
```console
[root@pikvm ~]# ro
```
8. You can download the resulting image via SCP or mount it as a loop device on the PiKVM:
```console
[root@pikvm ~]# mount -o loop /root/flash.img /mnt
[root@pikvm ~]# ls /mnt
[root@pikvm ~]# umount /mnt
```
!!! tip
The main drive can also be switched to read-write mode, this can be done from the Web UI.
In this case, the image will have to be prepared outside of PiKVM, and upload it to use,
then download it back to your local host for files extraction.
-----
## Disabling Mass Storage
In rare cases, it may be necessary to disable Mass Storage emulation if the BIOS/UEFI
does not recognize it correctly and even refuses to work with USB keyboard and mouse.
??? example "Step by step: Permanent disabling Mass Storage"
1. Switch the filesystem to read-write mode:
```console
[root@pikvm ~]# rw
```
2. Edit `/etc/kvmd/override.yaml` and add the extra drive config section:
```yaml
kvmd:
msd:
type: disabled
```
3. Perform reboot:
```console
[root@pikvm ~]# reboot
```
!!! tip
As an alternative method may be to use the [dynamic USB configuration](usb.md),
which allows you to temporarily disable any of the emulated devices, including Mass Storage Drive.
-----
## Big DVD images on old PiKVM
Since KVMD 4.49, PiKVM is able to emulate DVD images.
Before that, users had to use Ventoy and other utilities to pre-convert large DVD images
such as the official Windows ISO to Flash.
We strongly recommend updating the PiKVM OS to simplify your Mass Storage experience when using DVDs:
{!_update_os.md!}
Anyway, you can still view [all these legacy recipes](msd_legacy.md).
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