Difference between pages "LVM Fun" and "Bash by Example, Part 1"

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= Introduction =
== Fundamental programming in the Bourne again shell (bash) ==


LVM (Logical Volume Management) offers a great flexibility in managing your storage and significantly reduces server downtimes by allowing on-line disk space management: The great idea beneath LVM is to '''make the data and its storage loosely coupled''' through several layers of abstraction. You (the system administrator) have the hand of each of those layers making the entire space management process extremely simple and flexible through  various set of coherent commands.
=== Introduction ===
You might wonder why you ought to learn Bash programming. Well, here are a couple of compelling reasons:


Several other well-known binary Linux distributions makes an aggressive use of LVM and several Unixes including HP-UX, AIX and Solaris offers since a while a similar functionality modulo the commands to be used. LVM is not mandatory but its usage can bring you additional flexibility and make your everyday life much more simpler.
=== You're already running it ===
If you check, you'll probably find that you are running bash right now. Even if you changed your default shell, bash is probably still running somewhere on your system, because it's the standard Linux shell and is used for a variety of purposes. Because bash is already running, any additional bash scripts that you run are inherently memory-efficient because they share memory with any already-running bash processes. Why load a 500K interpreter if you already are running something that will do the job, and do it well?


= Concepts =
=== You're already using it ===
Not only are you already running bash, but you're actually interacting with bash on a daily basis. It's always there, so it makes sense to learn how to use it to its fullest potential. Doing so will make your bash experience more fun and productive. But why should you learn bash programming? Easy, because you already think in terms of running commands, CPing files, and piping and redirecting output. Shouldn't you learn a language that allows you to use and build upon these powerful time-saving constructs you already know how to use? Command shells unlock the potential of a UNIX system, and bash is the Linux shell. It's the high-level glue between you and the machine. Grow in your knowledge of bash, and you'll automatically increase your productivity under Linux and UNIX -- it's that simple.


As usual, having a good idea of the concepts lying beneath is mandatory. LVM is not very complicated, but it is easy to become confused, especially because it is a multi-layered system; however LVM designers had the good idea of keeping the command names consistent between all LVM command sets, making your life easier.  
=== Bash confusion ===
Learning bash the wrong way can be a very confusing process. Many newbies type <span style="color:green;">man bash</span> to view the bash man page, only to be confronted with a very terse and technical description of shell functionality. Others type <span style="color:green;">info bash</span> (to view the GNU info documentation), causing either the man page to be redisplayed, or (if they are lucky) only slightly more friendly info documentation to appear.


LVM consists of, mainly, three things:
While this may be somewhat disappointing to novices, the standard bash documentation can't be all things to all people, and caters towards those already familiar with shell programming in general. There's definitely a lot of excellent technical information in the man page, but its helpfulness to beginners is limited.


* '''Physical volumes (or ''PV'')''': nothing more than a physical storage space. A physical volume can by anything like a partition on a local hard disk, a partition located on a remote SAN disk, a USB key or whatever else that could offer a storage space (so yes, technically it could be possible to use an optical storage device accessed in packet writing mode). The storage space on a physical volumes is divided (and managed) in small units called '''Physical Extents''' (or ''PE''). Just to give an analogy if you are a bit familiar with RAID, PE are a bit like RAID stripes.
That's where this series comes in. In it, I'll show you how to actually use bash programming constructs, so that you will be able to write your own scripts. Instead of technical descriptions, I'll provide you with explanations in plain English, so that you will know not only what something does, but when you should actually use it. By the end of this three-part series, you'll be able to write your own intricate bash scripts, and be at the level where you can comfortably use bash and supplement your knowledge by reading (and understanding!) the standard bash documentation. Let's begin.
* '''Volume Groups (or ''VG'')''': a group of at least one PV. VG are '''named''' entities and will appear in the system via the device mapper as '''/dev/''volume-group-name'''''.
* '''Logical Volumes (or ''LV'')''': a '''named''' division of a volume group in which a filesystem is created and that can be mounted in the VFS. Just for the record, just as for the PE in PV, a LV is managed as chucks known as Logical Extents (or ''LE''). Most of the time those LE are hidden to the system administrator due to a 1:1 mapping between them and the PE lying be just beneath but a cool fact to know about LEs is that they can be spread over PV just like RAID stripes in a RAID-0 volume. However, researches done on the Web tends to demonstrate system administrators prefer to build RAID volumes with mdadm than use LVM over them for performance reasons.


In short words:  LVM logical volumes (LV) are containers that can hold a single filesystem and which are created inside a volume group (VG) itself composed by an aggregation of at least one physical volumes (PV) themselves stored on various media (usb key, harddisk partition and so on). The data is stored in chunks spread over the various PV.
=== Environment variables ===
 
Under bash and almost all other shells, the user can define environment variables, which are stored internally as ASCII strings. One of the handiest things about environment variables is that they are a standard part of the UNIX process model. This means that environment variables not only are exclusive to shell scripts, but can be used by standard compiled programs as well. When we "export" an environment variable under bash, any subsequent program that we run can read our setting, whether it is a shell script or not. A good example is the <span style="color:green">vipw</span> command, which normally allows root to edit the system password file. By setting the <span style="color:green">EDITOR</span> environment variable to the name of your favorite text editor, you can configure vipw to use it instead of vi, a handy thing if you are used to xemacs and really dislike vi.
{{fancynote|Retain what PV, VG and LV means as we will use those abbreviations in the rest of this article.}}
 
= Your first tour of LVM =
 
== Physical volumes creation ==
 
{{fancynote|We give the same size to all volumes for the sake of the demonstration. This is not mandatory and be possible to have mixed sizes PV inside a same VG. }}
 
To start with, just create three raw disk images:
 
<pre>
# dd if=/dev/zero of=/tmp/hdd1.img bs=2G count=1
# dd if=/dev/zero of=/tmp/hdd2.img bs=2G count=1
# dd if=/dev/zero of=/tmp/hdd3.img bs=2G count=1
</pre>
 
and associate them to a loopback device:
 
<pre>
# losetup -f
/dev/loop0
# losetup /dev/loop0 /tmp/hdd1.img
# losetup /dev/loop1 /tmp/hdd2.img
# losetup /dev/loop2 /tmp/hdd3.img
 
</pre>
 
Okay nothing really exciting there, but wait the fun is coming! First check that '''sys-fs/lvm2''' is present on your system and emerge it if not. At this point, we must tell you a secret: although several articles and authors uses the taxonomy "LVM" it denotes "LVM version 2" or "LVM 2" nowadays. You must know that LVM had, in the old good times (RHEL 3.x and earlier), a previous revision known as "LVM version 1". LVM 1 is now considered as an extincted specie and is not compatible with LVM 2, although LVM 2 tools maintain a backward compatibility. 
 
The very frst step in LVM is to create the physical devices or ''PV''. "Wait create ''what''?! Aren't the loopback devices present on the system?" Yes they are present but they are empty, we must initialize them some metadata to make them usable by LVM. This is simply done by:
 
<pre>
# pvcreate /dev/loop0
  Physical volume "/dev/loop0" successfully created
# pvcreate /dev/loop1
  Physical volume "/dev/loop1" successfully created
# pvcreate /dev/loop2
  Physical volume "/dev/loop2" successfully created
</pre>
 
It is absolutely normal that nothing in particular is printed at the output of each command but we assure you: you have three LVM PVs. You can check them by issuing:
 
<pre>
# pvs
  PV        VG  Fmt  Attr PSize PFree
  /dev/loop0      lvm2 a-  2.00g 2.00g
  /dev/loop1      lvm2 a-  2.00g 2.00g
  /dev/loop2      lvm2 a-  2.00g 2.00g
</pre>
 
 
Some good information there:
* PV: indicates the physical path the PV lies on
* VG indicates the VG the PV belongs to. At this time, we didn't created any VG yet and the column remains empty.
* Fmt: indicates the format of the PV (here it says we have a LVM version 2 PV)
* Attrs: indicates some status information, the 'a' here just says that the PV is accessible.
* PSize and PFree: indicates the PV size and the amount of remaining space for this PV. Here we have three empty PV so it bascially says "2 gigabytes large, 2 out of gigabytes free"
 
It is now time to introduce you to another command: '''pvdisplay'''. Just run it without any arguments:
 
<pre>
pvdisplay
  "/dev/loop0" is a new physical volume of "2.00 GiB"
  --- NEW Physical volume ---
  PV Name              /dev/loop0
  VG Name             
  PV Size              2.00 GiB
  Allocatable          NO
  PE Size              0 
  Total PE              0
  Free PE              0
  Allocated PE          0
  PV UUID              b9i1Hi-llka-egCF-2vU2-f7tp-wBqh-qV4qEk
 
  "/dev/loop1" is a new physical volume of "2.00 GiB"
  --- NEW Physical volume ---
  PV Name              /dev/loop1
  VG Name             
  PV Size              2.00 GiB
  Allocatable          NO
  PE Size              0 
  Total PE              0
  Free PE              0
  Allocated PE          0
  PV UUID              i3mdBO-9WIc-EO2y-NqRr-z5Oa-ItLS-jbjq0E
 
  "/dev/loop2" is a new physical volume of "2.00 GiB"
  --- NEW Physical volume ---
  PV Name              /dev/loop2
  VG Name             
  PV Size              2.00 GiB
  Allocatable          NO
  PE Size              0 
  Total PE              0
  Free PE              0
  Allocated PE          0
  PV UUID              dEwVuO-a5vQ-ipcH-Rvlt-5zWt-iAB2-2F0XBf
</pre>
 
The third three lines of each PV shows:
* what is the storage device beneath a PV
* the VG it is tied to
* the size of this PV.
''Allocatable'' indicates whether the PV is used to store data. As the PV is not a member of a VG, it cannot not be used (yet) hence the "NO" shown. Another set of information is the lines starting with ''PE''. ''PE'' stands for ''' ''Physical Extents'' ''' (data stripe) and is the finest granularity LVM can manipulate. The size of a PE is "0" here because we have a blank PV however it typically holds 32 MB of data. Following ''PE Size'' are ''Total PE'' which show the the total '''number''' of PE available on this PV and ''Free PE'' the number of PE remaining available for use. ''Allocated PE'' just show the difference between ''Total PE'' and ''Free PE''.
 
The latest line (''PV UUID'') is a unique identifier used internally by LVM to name the PV. You have to know that it exists because it is sometimes useful when having to recover from corruption or do weird things with PV however most of the time you don't have to worry about its existence.
{{fancynote|It is possible to force how LVM handles the alignments on the physical storage. This is useful when dealing with 4K sectors drives that lies on their physical sectors size. Refer to the manual page. }}
 
== Volume group creation ==
 
We have the blank PV at this time but to make them a bit more usable for storage we must tell to LVM how they are grouped to form a VG (storage pool) where LV will be created. A nice aspect of VGs resides in the fact that they are not "written in the stone" once created: you can still add, remove or exchange PV (in the case the device the PV is stored on fails for example) inside a VG at a later time. To create our first volume group named ''vgtest'':
 
<pre>
# vgcreate vgtest /dev/loop0 /dev/loop1 /dev/loop2
  Volume group "vgtest" successfully created
</pre>
 
Just like we did before with PV, we can get a list of what are the VG known by the system. This is done through the command '''vgs''':
 
<pre>
# vgs
  VG    #PV #LV #SN Attr  VSize VFree
  vgtest  3  0  0 wz--n- 5.99g 5.99g
</pre>
 
'''vgs''' show you a tabluar view of information:
* '''VG:''' the name of the VG
* '''#PV:''' the number of PV composing the VG
* '''#LV:''' the number of logical volumes (LV) located inside the VG
* '''Attrs:''' a status field. w, z and n here means that VG is:
** '''w:''' '''w'''ritable
** '''z:''' resi'''z'''able
** '''n:''' using the allocation policy '''''n'''ormal'' (tweaking allocation policies is beyond the scope of this article, we will use the default value ''normal'' in the rest of this article)
* VSize and VFree gives statistics on how full a VG is versus its size
 
Note the dashes in ''Attrs'', they mean that the attribute is not active:
* First dash (3rd position) indicates if the VG would have been exported (a 'x' would have been showed at this position in that case).
* Second dash (4th position) indicates if the VG would have been partial (a 'p' would have been showed at this position in that case).
* Third dash (rightmost position) indicates if the VG is a clustered (a 'c' would have been showed at this position in that case). 
 
Exporting a VG and clustered VG are a bit more advanced aspects of LVM and won't be covered here especially the clustered VGs which are used in the case of a shared storage space used in a cluster of machines. Talking about clustered VGs management in particular would require and entire article in itself. '''For now the only detail you have to worry about those dashes in ''Attrs'' is to see a dash at the 4th position of ''Attrs'' instead of a ''p'''''. Seeing ''p'' there would be a bad news: the VG would have missing parts (PV) making it not usable.
 
{{fancynote|In the exact same manner you can see a detailed information about physical volumes with '''pvdisplay''', you can see detailed information of a volume group with '''vgdisplay'''. We will demonstrate that latter command in the paragraphs to follow.}}
 
Before leaving the volume group aspect, do you remember the '''pvs''' command shown in the previous paragraphs? Try it gain:
 
<pre>
# pvs
  PV        VG    Fmt  Attr PSize PFree
  /dev/loop0 vgtest lvm2 a-  2.00g 2.00g
  /dev/loop1 vgtest lvm2 a-  2.00g 2.00g
  /dev/loop2 vgtest lvm2 a-  2.00g 2.00g
</pre>
 
Now it shows the VG our PVs belong to :-)
 
== Logical volumes creation ==
 
Now the final steps: we will create the storage areas (logical volumes or ''LV'') inside the VG where we will then create filesystems on. Just like a VG has a name, a LV has also a name which is unique in the VG.
 
{{fancynote|Two LV can be given the same name as long as they are located on a different VG.}}
 
To divide our VG like below:
 
* lvdata1: 2 GB
* lvdata2: 1 GB
* lvdata3 : 10% of the VG size
* lvdata4 : All of remaining free space in the VG
 
We use the following commands (notice the capital 'L' and the small 'l' to declare absolute or relative sizes):
 
<pre>
# lvcreate -n lvdata1 -L 2GB vgtest
  Logical volume "lvdata1" created
#  lvcreate -n lvdata2 -L 1GB vgtest
  Logical volume "lvdata2" created
# lvcreate -n lvdata3 -l 10%VG vgtest
  Logical volume "lvdata2" created
</pre>
 
What is going on so far? Let's check with the pvs/vgs counterpart known as '''lvs''':
 
<pre>
# lvs
  LV      VG    Attr  LSize  Origin Snap%  Move Log Copy%  Convert
  lvdata1 vgtest -wi-a-  2.00g                                     
  lvdata2 vgtest -wi-a-  1.00g                                     
  lvdata3 vgtest -wi-a- 612.00m
#
</pre>
 
Notice the size of ''lvdata3'', it is roughly 600MB (10% of 6GB). How much free space remains in the VG? Time to see what '''vgs''' and '''vgdisplay''' returns:
 
<pre>
# vgs
  VG    #PV #LV #SN Attr  VSize VFree
  vgtest  3  3  0 wz--n- 5.99g 2.39g
# vgdisplay
  --- Volume group ---
  VG Name              vgtest
  System ID           
  Format                lvm2
  Metadata Areas        3
  Metadata Sequence No  4
  VG Access            read/write
  VG Status            resizable
  MAX LV                0
  Cur LV                3
  Open LV              0
  Max PV                0
  Cur PV                3
  Act PV                3
  VG Size              5.99 GiB
  PE Size              4.00 MiB
  Total PE              1533
  Alloc PE / Size      921 / 3.60 GiB
  Free  PE / Size      612 / 2.39 GiB
  VG UUID              baM3vr-G0kh-PXHy-Z6Dj-bMQQ-KK6R-ewMac2
</pre>
 
Basically it say we have 1533 PE (chunks) available for a total size of 5.99 GiB. On those 1533, 921 are used (for a size of 3.60 GiB) and 612 remains free (for a size of 2.39 GiB). So we expect to see lvdata4 having an approximative size of 2.4 GiB. Before creating it, have a look at some statistics at the PV level:
 
<pre>
# pvs
  PV        VG    Fmt  Attr PSize PFree 
  /dev/loop0 vgtest lvm2 a-  2.00g      0
  /dev/loop1 vgtest lvm2 a-  2.00g 404.00m
  /dev/loop2 vgtest lvm2 a-  2.00g  2.00g
 
# pvdisplay
  --- Physical volume ---
  PV Name              /dev/loop0
  VG Name              vgtest
  PV Size              2.00 GiB / not usable 4.00 MiB
  Allocatable          yes (but full)
  PE Size              4.00 MiB
  Total PE              511
  Free PE              0
  Allocated PE          511
  PV UUID              b9i1Hi-llka-egCF-2vU2-f7tp-wBqh-qV4qEk
 
  --- Physical volume ---
  PV Name              /dev/loop1
  VG Name              vgtest
  PV Size              2.00 GiB / not usable 4.00 MiB
  Allocatable          yes
  PE Size              4.00 MiB
  Total PE              511
  Free PE              101
  Allocated PE          410
  PV UUID              i3mdBO-9WIc-EO2y-NqRr-z5Oa-ItLS-jbjq0E
 
  --- Physical volume ---
  PV Name              /dev/loop2
  VG Name              vgtest
  PV Size              2.00 GiB / not usable 4.00 MiB
  Allocatable          yes
  PE Size              4.00 MiB
  Total PE              511
  Free PE              511
  Allocated PE          0
  PV UUID              dEwVuO-a5vQ-ipcH-Rvlt-5zWt-iAB2-2F0XBf
</pre>
 
Quite interesting! Did you notice? The first PV is full, the second is more or less full and the third is empty. This is due to the allocation policy used for the VG: it fills its first PV then its second PV and then its third PV (this, by the way, gives you a chance to recover from a dead physical storage if by luck none of your PE was present on it).
 
It is now time to create our last LV, again notice the small 'l' to specify a relative size:
 
<pre>
# lvcreate -n lvdata4 -l 100%FREE vgtest
  Logical volume "lvdata4" created
# lvs
  LV      VG    Attr  LSize  Origin Snap%  Move Log Copy%  Convert
  lvdata1 vgtest -wi-a-  2.00g                                     
  lvdata2 vgtest -wi-a-  1.00g                                     
  lvdata3 vgtest -wi-a- 612.00m                                     
  lvdata4 vgtest -wi-a-  2.39g
</pre>
 
Now the $100 question: if '''pvdisplay''' and '''vgdisplay''' commands exist, does command named '''lvdisplay''' exist as well? Yes absolutely! Indeed the command sets are coherent between abstraction levels (PV/VG/LV)  and they are named in the exact same manner modulo their first 2 letters:
 
* PV: pvs/pvdisplay/pvchange....
* VG: vgs/vgdisplay/vgchange....
* LG: lvs/lvdisplay/lvchange....
 
Back to our '''lvdisplay''' command, here is how it shows up:
 
<pre>
# lvdisplay
  --- Logical volume ---
  LV Name                /dev/vgtest/lvdata1
  VG Name                vgtest
  LV UUID                fT22is-cmSL-uhwM-zwCd-jeIe-DWO7-Hkj4k3
  LV Write Access        read/write
  LV Status              available
  # open                0
  LV Size                2.00 GiB
  Current LE            512
  Segments              2
  Allocation            inherit
  Read ahead sectors    auto
  - currently set to    256
  Block device          253:0
 
  --- Logical volume ---
  LV Name                /dev/vgtest/lvdata2
  VG Name                vgtest
  LV UUID                yd07wA-hj77-rOth-vxW8-rwo9-AX7q-lcyb3p
  LV Write Access        read/write
  LV Status              available
  # open                0
  LV Size                1.00 GiB
  Current LE            256
  Segments              1
  Allocation            inherit
  Read ahead sectors    auto
  - currently set to    256
  Block device          253:1
 
  --- Logical volume ---
  LV Name                /dev/vgtest/lvdata3
  VG Name                vgtest
  LV UUID                ocMCL2-nkcQ-Fwdx-pss4-qeSm-NtqU-J7vAXG
  LV Write Access        read/write
  LV Status              available
  # open                0
  LV Size                612.00 MiB
  Current LE            153
  Segments              1
  Allocation            inherit
  Read ahead sectors    auto
  - currently set to    256
  Block device          253:2
 
  --- Logical volume ---
  LV Name                /dev/vgtest/lvdata4
  VG Name                vgtest
  LV UUID                iQ2rV7-8Em8-85ts-anan-PePb-gk18-A31bP6
  LV Write Access        read/write
  LV Status              available
  # open                0
  LV Size                2.39 GiB
  Current LE            612
  Segments              2
  Allocation            inherit
  Read ahead sectors    auto
  - currently set to    256
  Block device          253:3
</pre>
 
Nothing extremely useful to comment for an overview beyond showing at the exception of two things:
# '''LVs are accessed via the device mapper''' (see the lines starting by ''LV Name'' and notice how the name is composed). So '''lvdata1''' will be accessed via ''/dev/vgtest/lvdata1'', ''lvdata2'' will be accessed via ''/dev/vgtest/lvdata2'' and so on.  
# just like PV are managed in sets of data chunks (the so famous Physical Extents or PEs), LVs are managed in a set of data chunks known as Logical Extents or LEs. Most of the time you don't have to worry about the existence of LEs because they fits withing a single PE although it is possible to make them smaller hence having several LE within a single PE. Demonstration: if you consider the first LV, '''lvdisplay''' says it has a size of 2 GiB and holds 512 logical extents. Dividing 2GiB by 512 gives 4 MiB as the size of a LE which is the exact same size used for PEs as seen when demonstrating the '''pvdisplay''' command some paragraphs above. So in our case we have a 1:1 match between a LE and the underlying PE.
 
Oh another great point to underline: you can display the PV in relation with a LV :-) Just give a special option to '''lvdisplay''':
 
<pre>
# lvdisplay -m
  --- Logical volume ---
  LV Name                /dev/vgtest/lvdata1
  VG Name                vgtest
  (...)
  Current LE            512
  Segments              2
  (...)
  --- Segments ---
  Logical extent 0 to 510:
    Type                linear
    Physical volume    /dev/loop0
    Physical extents    0 to 510
 
  Logical extent 511 to 511:
    Type                linear
    Physical volume    /dev/loop1
    Physical extents    0 to 0
 
 
  --- Logical volume ---
  LV Name                /dev/vgtest/lvdata2
  VG Name                vgtest
  (...)
  Current LE            256
  Segments              1
  (...)
 
  --- Segments ---
  Logical extent 0 to 255:
    Type                linear
    Physical volume    /dev/loop1
    Physical extents    1 to 256
 
 
  --- Logical volume ---
  LV Name                /dev/vgtest/lvdata3
  VG Name                vgtest
  (...)
  Current LE            153
  Segments              1
  (...)
 
  --- Segments ---
  Logical extent 0 to 152:
    Type                linear
    Physical volume    /dev/loop1
    Physical extents    257 to 409
 
 
  --- Logical volume ---
  LV Name                /dev/vgtest/lvdata4
  VG Name                vgtest
  (...)
  Current LE            612
  Segments              2
  (...)
 
  --- Segments ---
  Logical extent 0 to 510:
    Type                linear
    Physical volume    /dev/loop2
    Physical extents    0 to 510
 
  Logical extent 511 to 611:
    Type                linear
    Physical volume    /dev/loop1
    Physical extents    410 to 510
</pre>
 
To go one step further let's analyze a bit how the PE are used: the first LV has 512 LEs (remember: one LE fits within one PE here so 1 LE = 1 PE). Amongst those 512 LEs, 511 of them (0 to 510) are stored on /dev/loop0 and the 512th LE is on /dev/loop1. Huh? Something seems to be wrong here, '''pvdisplay''' said that /dev/loop0 was holding 512 PV so why an extent has been placed on the second storage device? Indeed its not a misbehaviour and absolutely normal: LVM uses some metadata internally with regards the PV, VG and LV thus making some of storage space unavailable for the payload. This explains why 1 PE has been "eaten" to store that metadata. Also notice the linear allocation process: ''/dev/loop0'' has been used, then when being full ''/dev/loop1'' has also been used then the turn of /''dev/loop2'' came.
 
Now everything is in place, if you want just check again with '''vgs/pvs/vgdisplay/pvdisplay''' and will notice that the VG is now 100% full and all of the underlying PV are also 100% full.
 
== Filesystems creation  and mounting  ==
 
Now we have our LVs it could be fun if we could do something useful with them. In the case you missed it, LVs are accessed via the device mapper which uses a combination of the VG and LV names thus:
* lvdata1 is accessible via /dev/vgtest/lvdata1
* lvdata2 is accessible via /dev/vgtest/lvdata2
* and so on!
 
Just like any traditional storage device, the newly created LVs are seen as block devices as well just as if they were a kind of harddisk (don't worry about the "dm-..", it is just an internal block device automatically allocated by the device mapper for you):
<pre>
# ls -l /dev/vgtest
total 0
lrwxrwxrwx 1 root root 7 Dec 27 12:54 lvdata1 -> ../dm-0
lrwxrwxrwx 1 root root 7 Dec 27 12:54 lvdata2 -> ../dm-1
lrwxrwxrwx 1 root root 7 Dec 27 12:54 lvdata3 -> ../dm-2
lrwxrwxrwx 1 root root 7 Dec 27 12:54 lvdata4 -> ../dm-3
 
# ls -l /dev/dm-[0-3]
brw-rw---- 1 root disk 253, 0 Dec 27 12:54 /dev/dm-0
brw-rw---- 1 root disk 253, 1 Dec 27 12:54 /dev/dm-1
brw-rw---- 1 root disk 253, 2 Dec 27 12:54 /dev/dm-2
brw-rw---- 1 root disk 253, 3 Dec 27 12:54 /dev/dm-3
</pre>
 
So if LVs are block device a filesystem can be created on them just like if they were a real harddisk or hardisk partitions? Absolutely! Now let's create ext4 filesystems on our LVs:
 
<pre>
# mkfs.ext4 /dev/vgtest/lvdata1
 
mke2fs 1.42 (29-Nov-2011)
Discarding device blocks: done                           
Filesystem label=
OS type: Linux
Block size=4096 (log=2)
Fragment size=4096 (log=2)
Stride=0 blocks, Stripe width=0 blocks
131072 inodes, 524288 blocks
26214 blocks (5.00%) reserved for the super user
First data block=0
Maximum filesystem blocks=536870912
16 block groups
32768 blocks per group, 32768 fragments per group
8192 inodes per group
Superblock backups stored on blocks:
        32768, 98304, 163840, 229376, 294912
 
Allocating group tables: done                           
Writing inode tables: done                           
Creating journal (16384 blocks): done
Writing superblocks and filesystem accounting information: done
 
# mkfs.ext4 /dev/vgtest/lvdata1
(...)
# mkfs.ext4 /dev/vgtest/lvdata2
(...)
# mkfs.ext4 /dev/vgtest/lvdata3
(..)
</pre>
 
Once the creation ended we must create the mount points and mount the newly created filesystems on them:
 
<pre>
# mkdir /mnt/data-01
# mkdir /mnt/data-02
# mkdir /mnt/data-03
# mkdir /mnt/data-04
# mount /dev/vgtest/lvdata1 /mnt/data01
# mount /dev/vgtest/lvdata2 /mnt/data02
# mount /dev/vgtest/lvdata3 /mnt/data03
# mount /dev/vgtest/lvdata4 /mnt/data04
</pre>
 
Finally we can check that everything is in order:
 
<pre>
# df -h
Filesystem                    Size  Used Avail Use% Mounted on
(...)
/dev/mapper/vgtest-lvdata1    2.0G  96M  1.9G  5% /mnt/data01
/dev/mapper/vgtest-lvdata2  1022M  47M  924M  5% /mnt/data02
/dev/mapper/vgtest-lvdata3    611M  25M  556M  5% /mnt/data03
/dev/mapper/vgtest-lvdata4    2.4G  100M  2.2G  5% /mnt/data04
</pre>
 
Did you notice the device has changed? Indeed everything is in order, mount just uses another set of symlinks which point to the exact same block devices:
 
<pre>
# ls -l /dev/mapper/vgtest-lvdata[1-4]
lrwxrwxrwx 1 root root 7 Dec 28 20:12 /dev/mapper/vgtest-lvdata1 -> ../dm-0
lrwxrwxrwx 1 root root 7 Dec 28 20:13 /dev/mapper/vgtest-lvdata2 -> ../dm-1
lrwxrwxrwx 1 root root 7 Dec 28 20:13 /dev/mapper/vgtest-lvdata3 -> ../dm-2
lrwxrwxrwx 1 root root 7 Dec 28 20:13 /dev/mapper/vgtest-lvdata4 -> ../dm-3
</pre>
 
== Renaming a volume group and its logical volumes ==
 
So far we have four LVs named lvdata1 to lvdata4 mounted on /mnt/data01 to /mnt/data04. It would be more adequate to :
# make the number in our LV names being like "01" instead of "1"
# rename our volume groupe to "vgdata" instead of "vgtest"
 
To show how dynamic is the LVM world, we will rename our VG and LV on the fly using two commands: '''vgrename''' for acting at the VG level and its counterpart '''lvrename''' to act at the LV level. Starting by the VG or the LVs makes strictly no difference, you can start either way and get the same result. In our example we have chosen to start with the VG:


The standard way to define an environment variable under bash is:
<pre>
<pre>
# vgrename vgtest vgdata
$ myvar='This is my environment variable!'
  Volume group "vgtest" successfully renamed to "vgdata"
# lvrename vgdata/lvdata1 vgdata/lvdata01
  Renamed "lvdata1" to "lvdata01" in volume group "vgdata"
# lvrename vgdata/lvdata2 vgdata/lvdata02
  Renamed "lvdata2" to "lvdata02" in volume group "vgdata"
# lvrename vgdata/lvdata3 vgdata/lvdata03
  Renamed "lvdata3" to "lvdata03" in volume group "vgdata"
# lvrename vgdata/lvdata4 vgdata/lvdata04
  Renamed "lvdata4" to "lvdata04" in volume group "vgdata"
</pre>
</pre>
The above command defined an environment variable called "myvar" and contains the string "This is my environment variable!". There are several things to notice above: first, there is no space on either side of the "=" sign; any space will result in an error (try it and see). The second thing to notice is that while we could have done away with the quotes if we were defining a single word, they are necessary when the value of the environment variable is more than a single word (contains spaces or tabs).


What happened? Simple:
{{fancynote|For extremely detailed information on how quotes should be used in bash, you may want to look at the "QUOTING" section in the bash man page. The existence of special character sequences that get "expanded" (replaced) with other values does complicate how strings are handled in bash. We will just cover the most often-used quoting functionality in this series.}}
 
<pre>
# vgs
  VG    #PV #LV #SN Attr  VSize VFree
  vgdata  3  4  0 wz--n- 5.99g    0
# lvs
  LV      VG    Attr  LSize  Origin Snap% Move Log Copy%  Convert
  lvdata01 vgdata -wi-ao  2.00g                                     
  lvdata02 vgdata -wi-ao  1.00g                                     
  lvdata03 vgdata -wi-ao 612.00m                                     
  lvdata04 vgdata -wi-ao  2.39g
</pre>


Sounds good, our VG and LVs have been renamed! What a command like ''mount'' will say?
Thirdly, while we can normally use double quotes instead of single quotes, doing so in the above example would have caused an error. Why? Because using single quotes disables a bash feature called expansion, where special characters and sequences of characters are replaced with values. For example, the "!" character is the history expansion character, which bash normally replaces with a previously-typed command. (We won't be covering history expansion in this series of articles, because it is not frequently used in bash programming. For more information on it, see the "HISTORY EXPANSION" section in the bash man page.) While this macro-like functionality can come in handy, right now we want a literal exclamation point at the end of our environment variable, rather than a macro.


Now, let's take a look at how one actually uses environment variables. Here's an example:
<pre>
<pre>
# mount
$ echo $myvar
(...)
This is my environment variable!
/dev/mapper/vgtest-lvdata1 on /mnt/data01 type ext4 (rw)
/dev/mapper/vgtest-lvdata2 on /mnt/data02 type ext4 (rw)
/dev/mapper/vgtest-lvdata3 on /mnt/data03 type ext4 (rw)
/dev/mapper/vgtest-lvdata4 on /mnt/data04 type ext4 (rw)
</pre>
</pre>
 
By preceding the name of our environment variable with a $, we can cause bash to replace it with the value of myvar. In bash terminology, this is called "variable expansion". But, what if we try the following:
Ooops... It is not exactly a bug, mount still shows the symlinks used at the time the LVs were mounted in the VFS and has not updated its information. However once again everything is correct because the underlying  block devices (/dev/dm-0 to /dev/dm-3) did not changed at all. To see the right information the LVs must be unmounted and mounted again:
 
<pre>
<pre>
# umount /mnt/data01
$ echo foo$myvarbar
(...)
foo
# umount /mnt/data04
# mount /dev/vgdata/lvdata01 /mnt/data01
(...)
# mount /dev/vgdata/lvdata04 /mnt/data04
# mount
/dev/mapper/vgdata-lvdata01 on /mnt/data01 type ext4 (rw)
/dev/mapper/vgdata-lvdata02 on /mnt/data02 type ext4 (rw)
/dev/mapper/vgdata-lvdata03 on /mnt/data03 type ext4 (rw)
/dev/mapper/vgdata-lvdata04 on /mnt/data04 type ext4 (rw)
</pre>
</pre>
 
We wanted this to echo "fooThis is my environment variable!bar", but it didn't work. What went wrong? In a nutshell, bash's variable expansion facility in got confused. It couldn't tell whether we wanted to expand the variable $m, $my, $myvar, $myvarbar, etc. How can we be more explicit and clearly tell bash what variable we are referring to? Try this:
{{fancynote|Using /dev/''volumegroup''/''logicalvolume'' or /dev/''volumegroup''-''logicalvolume'' makes no difference at all, those are two sets of symlinks pointing on the '''exact''' same block device. }}
 
= Expanding and shrinking the storage space  =
 
Did you notice in the previous section we have never talked on topic like "create this partition at the beginning" or "allocate 10 sectors more". In LVM you do not have to worry about that kind of problematics: your only concern is more "Do I have the space to allocate a new LV or how can I extend an existing LV?". '''LVM takes cares of the low levels aspects for you, just focus on what you want to do with your storage space.'''
 
The most common problem with computers is the shortage of space on a volume, most of the time production servers can run months or years without requiring a reboot for various reasons (kernel upgrade, hardware failure...) however they regularly requires to extend their storage space because we do generate more and more data as the time goes. With "traditional" approach like fiddling directly with hard drives partitions, storage space manipulation can easily become a headache mainly because it requires coherent copy to be made and thus application downtimes. Don't expect the situation to be more enjoyable with a SAN storage rather a directly attached storage device... Basically the problems remains the same.
 
== Expanding a storage space ==
 
The most common task for a system administrator is to expand the available storage space. In the LVM world this implies:
* Creating a new PV
* Adding the PV to the VG (thus extending the VG capacity)
* Extending the existing LVs or create new ones
* Extending the structures of the filesystems located on a LV in the case a LV is extended (Not all of the filesystems around support that capability).
 
=== Bringing a new PV in the VG ===
 
In the exact same manner we have created our first PV let's create our additional storage device, associate it to a loopback device and then create a PV on it:
 
<pre>
<pre>
# dd if=/dev/zero of=/tmp/hdd4.img bs=2G count=1
$ echo foo${myvar}bar
# losetup /dev/loop3 /tmp/hdd4.img
fooThis is my environment variable!bar
# pvcreate /dev/loop3
</pre>
</pre>
As you can see, we can enclose the environment variable name in curly braces when it is not clearly separated from the surrounding text. While $myvar is faster to type and will work most of the time, ${myvar} can be parsed correctly in almost any situation. Other than that, they both do the same thing, and you will see both forms of variable expansion in the rest of this series. You'll want to remember to use the more explicit curly-brace form when your environment variable is not isolated from the surrounding text by whitespace (spaces or tabs).


A '''pvs''' should report the new PV with 2 GB of free space:
Recall that we also mentioned that we can "export" variables. When we export an environment variable, it's automatically available in the environment of any subsequently-run script or executable. Shell scripts can "get to" the environment variable using that shell's built-in environment-variable support, while C programs can use the getenv() function call. Here's some example C code that you should type in and compile -- it'll allow us to understand environment variables from the perspective of C:
<syntaxhighlight lang="c">
#include <stdio.h>
#include <stdlib.h>


int main(void) {
  char *myenvvar=getenv("EDITOR");
  printf("The editor environment variable is set to %s\n",myenvvar);
}
</syntaxhighlight>
Save the above source into a file called '''myenv.c''', and then compile it by issuing the command:
<pre>
<pre>
# pvs
$ gcc myenv.c -o myenv
  PV        VG    Fmt  Attr PSize PFree
  /dev/loop0 vgdata lvm2 a-  2.00g    0
  /dev/loop1 vgdata lvm2 a-  2.00g    0
  /dev/loop2 vgdata lvm2 a-   2.00g    0
  /dev/loop3        lvm2 a-  2.00g 2.00g
</pre>
</pre>
 
Now, there will be an executable program in your directory that, when run, will print the value of the <span style="color:green">EDITOR</span> environment variable, if any. This is what happens when I run it on my machine:
Excellent! The next step consist of adding this newly created PV inside our VG ''vgdata'', this is where the '''vgextend''' command comes at our rescue:
 
<pre>
<pre>
# vgextend vgdata /dev/loop3
$ ./myenv
  Volume group "vgdata" successfully extended
The editor environment variable is set to (null)
# vgs
  VG    #PV #LV #SN Attr  VSize VFree
  vgdata  4  4  0 wz--n- 7.98g 2.00g
</pre>
</pre>
 
Hmmm... because the <span style="color:green">EDITOR</span> environment variable was not set to anything, the C program gets a null string. Let's try setting it to a specific value:
Great, ''vgdata'' is now 8 GB large instead of 6 GB and have 2 GB of free space to allocate to either new LVs either existing LVs.
 
=== Extending the LV and its filesystem ===
 
Bringing new LV would demonstrate nothing more nevertheless extending our existing LVs is much more interesting. How can we use our 2GB extra free space? We can, for example, split it in two allocating a 50% to our first (''lvdata01'') and third (''lvdata03'') LV adding 1GB of space to both. The best of the story is that operation is very simple and is realized with a command named '''lvextend''':
 
<pre>
<pre>
# lvextend vgdata/lvdata01 -l +50%FREE
$ EDITOR=xemacs
  Extending logical volume lvdata01 to 3.00 GiB
$ ./myenv
  Logical volume lvdata01 successfully resized
The editor environment variable is set to (null)
# lvextend vgdata/lvdata03 -l +50%FREE
  Extending logical volume lvdata03 to 1.10 GiB
  Logical volume lvdata03 successfully resized
</pre>
</pre>
 
While you might have expected myenv to print the value "xemacs", it didn't quite work, because we didn't export the EDITOR environment variable. This time, we'll get it working:
Ouaps!! We did a mistake there: lvdata01 has the expected size (2GB + 1GB for a grand total of 3 GB) but lvdata03 only grown of 512 MB (for a grand total size of 1.1 GB). Our mistake was obvious: once the first gigabyte (50% of 2GB) of extra space has been given to lvdata01, only one gigabyte remained free on the VG thus when we said "allocate 50% of the remaining gigabyte to ''lvdata03''" LVM added only 512 MB leaving the other half of this gigabyte unused. The '''vgs''' command can confirm this:
 
<pre>
<pre>
# vgs
$ export EDITOR
  VG    #PV #LV #SN Attr  VSize VFree 
$ ./myenv
  vgdata  4  4  0 wz--n- 7.98g 512.00m
The editor environment variable is set to xemacs
</pre>
</pre>
 
So, you have seen with your very own eyes that another process (in this case our example C program) cannot see the environment variable until it is exported. Incidentally, if you want, you can define and export an environment variable using one line, as follows:
Nevermind about that voluntary mistake we will keep that extra space for a later paragraph :-) What happened to the storage space visible from the operating system?
 
<pre>
<pre>
# df -h | grep lvdata01
$ export EDITOR=xemacs
/dev/mapper/vgdata-lvdata01  2.0G  96M  1.9G  5% /mnt/data01
</pre>
</pre>
 
It works identically to the two-line version. This would be a good time to show how to erase an environment variable by using <span style="color:green">unset</span>:
Obviously resizing a LV does not "automagically" resize the filesystem structures to take into account the new LV size making that step part of our duty. Happily for us, ext3 can be resized and better it can be grown when mounted in the VFS. This is known as ''online resizing'' and a few others filesystems supports that capability, among them we can quote ext2 (ext3 without a journal), ext4 (patches integrated very recently as of Nov/Dec 2011), XFS, ResiserFS and BTRFS. To our knowledge, only BTRFS support both online resizing '''and''' online shrinking as of Decembrer 2011, all of the others require a filesystem to be unmounted first before being shrunk.
 
{{fancynote|Consider using the option -r when invoking lvextend, it asks the command to perform a filesystem resize.}}
 
Now let's extend (grow) the ext3 filesystem located on lvdata01. As said above, ext3 support online resizing hence we do not need to kick it out of the VFS first:
 
<pre>
<pre>
# resize2fs /dev/vgdata/lvdata01
$ unset EDITOR
resize2fs 1.42 (29-Nov-2011)
$ ./myenv
Filesystem at /dev/vgdata/lvdata01 is mounted on /mnt/data01; on-line resizing required
The editor environment variable is set to (null)
old_desc_blocks = 1, new_desc_blocks = 1
Performing an on-line resize of /dev/vgdata/lvdata01 to 785408 (4k) blocks.
The filesystem on /dev/vgdata/lvdata01 is now 785408 blocks long.
 
# df -h | grep lvdata01
/dev/mapper/vgdata-lvdata01  3.0G  96M  2.8G  4% /mnt/data01
</pre>
</pre>


''Et voila!'' Our  LV has now plenty of new space usable :-) '''We do not bother about ''how'' the storage is organized by LVM amongst the underlying storage devices and it is not our problem after all. We only worry about having our storage requirements being satisfied without any further details. From our point of view everything is seen just as if we were manipulating a single storage device subdivided in several partitions of a dynamic size and always organized in a set of contiguous blocks.'''
=== Chopping strings overview ===
 
Chopping strings -- that is, splitting an original string into smaller, separate chunk(s) -- is one of those tasks that is performed daily by your average shell script. Many times, shell scripts need to take a fully-qualified path, and find the terminating file or directory. While it's possible (and fun!) to code this in bash, the standard <span style="color:green">basename</span> UNIX executable performs this extremely well:
Now let's shuffle the cards a bit more: when we examined how the LEs of our LVs were allocated, we saw that ''lvdata01'' (named lvdata1 at this time) consisted of 512 LEs or 512 PEs (because of the 1:1 mapping between those)  spread over two PVs. As we have extended it to use an additional PV, we should see it using 3 segments:
 
* Segment 1: located on the PV stored on /dev/loop0 (LE/PE #0 to #510)
* Segment 2: located on the PV stored on /dev/loop1 (LE/PE #511)
* Segment 3: located on the PV stored on /dev/loop1 (LE/PE #512 and followers)
 
Is it the case? Let's check:
 
<pre>
<pre>
# lvdisplay -m  vgdata/lvdata01
$ basename /usr/local/share/doc/foo/foo.txt
  --- Logical volume ---
foo.txt
  LV Name                /dev/vgdata/lvdata01
$ basename /usr/home/drobbins
  VG Name                vgdata
drobbins
  LV UUID                fT22is-cmSL-uhwM-zwCd-jeIe-DWO7-Hkj4k3
  LV Write Access        read/write
  LV Status              available
  # open                1
  LV Size                3.00 GiB
  Current LE            767
  Segments              3
  Allocation            inherit
  Read ahead sectors    auto
  - currently set to    256
  Block device          253:0
 
  --- Segments ---
  Logical extent 0 to 510:
    Type                linear
    Physical volume    /dev/loop0
    Physical extents    0 to 510
 
  Logical extent 511 to 511:
    Type                linear
    Physical volume    /dev/loop1
    Physical extents    0 to 0
 
  Logical extent 512 to 766:
    Type                linear
    Physical volume    /dev/loop3
    Physical extents    0 to 254
</pre>
</pre>
 
<span style="color:green">basename</span> is quite a handy tool for chopping up strings. It's companion, called <span style="color:green">dirname</span>, returns the "other" part of the path that <span style="color:green">basename</span> throws away:
Bingo! Note that if it is true here (LVM uses linear allocation) would not be true in the general case.
 
{{fancywarning|'''Never mix a local storage device with a SAN disk within the same volume group''' and especially if that later is your system volume. It will bring you a lot of troubles if the SAN disk goes offline or bring weird performance fluctuations as PEs allocated on the SAN will get faster response times than those located on  a local disk. }}
 
== Shrinking a storage space ==
 
On some occasions it can be useful to reduce the size of a LV or the size of the VG itself. The principle is similar to what has been demonstrated in the previous section:
 
# umount the filesystem belong to the LV to be processed (if your filesystem does not support online shrinking)
# reduce the filesystem size (if the LV is not to be flushed)
# reduce the LV size - OR - remove the LV
# remove a PV from the volume group if no longer used to store extents
 
The simplest case to start with is how a LV can be removed: a good candidate for removal is ''lvdata03'', we failed to resize it and the better would be to scrap it. First unmount it:
 
<pre>
<pre>
# lvs
$ dirname /usr/local/share/doc/foo/foo.txt
  LV      VG    Attr  LSize Origin Snap%  Move Log Copy%  Convert
/usr/local/share/doc/foo
  lvdata01 vgdata -wi-ao 3.00g                                     
$ dirname /usr/home/drobbins/
  lvdata02 vgdata -wi-ao 1.00g                                     
/usr/home
  lvdata03 vgdata -wi-ao 1.10g                                     
  lvdata04 vgdata -wi-ao 2.39g                                     
# umount /dev/vgdata/lvdata03
# lvs
  LV      VG    Attr  LSize Origin Snap%  Move Log Copy%  Convert
  lvdata01 vgdata -wi-ao 3.00g                                     
  lvdata02 vgdata -wi-ao 1.00g                                     
  lvdata03 vgdata -wi-a- 1.10g                                     
  lvdata04 vgdata -wi-ao 2.39g
</pre>
</pre>
{{fancynote|Both dirname and basename do not look at any files or directories on disk; they are purely string manipulation commands.}}


Noticed the little change with '''lvs'''? It lies in the ''Attr'' field: once the ''lvdata03'' has been unmounted, '''lvs''' tells us the LV is not '''o'''pened anymore (the little o at the rightmost position has been replaced by a dash). The LV still exists but nothing is using it.
=== Command substitution ===
 
One very handy thing to know is how to create an environment variable that contains the result of an executable command. This is very easy to do:
To remove ''lvdata03'' use the command '''lvremove''' and confirm the removal by entering 'y' when asked:
 
<pre>
<pre>
# lvremove vgdata/lvdata03
$ MYDIR=$(dirname /usr/local/share/doc/foo/foo.txt)
Do you really want to remove active logical volume lvdata03? [y/n]: y
$ echo $MYDIR
  Logical volume "lvdata03" successfully removed
/usr/local/share/doc/foo
# lvs
  LV      VG    Attr  LSize Origin Snap%  Move Log Copy%  Convert
  lvdata01 vgdata -wi-ao 3.00g                                     
  lvdata02 vgdata -wi-ao 1.00g                                     
  lvdata04 vgdata -wi-ao 2.39g
# vgs
  VG    #PV #LV #SN Attr  VSize VFree
  vgdata  4  3  0 wz--n- 7.98g 1.60g
</pre>
</pre>
What we did above is called ''command substitution''. Several things are worth noticing in this example. On the first line, we simply enclosed the command we wanted to execute with ''$( )''.


Notice the 1.60 of space has been freed in the VG. What can we do next? Shrinking ''lvdata04'' by 50% giving roughly 1.2GB or 1228MB (1.2*1024) of its size could be a good idea so here we go. First we need to umount the filesystem from the VFS because ext3 '''does not support''' online shrinking.
Note that it is also possible to do the same thing using backquotes, the keyboard key that normally sits above the Tab key:
 
<pre>
<pre>
# umount /dev/vgdata/lvdata04
$ MYDIR=`dirname /usr/local/share/doc/foo/foo.txt`
# e2fsck -f /dev/vgdata/lvdata04
$ echo $MYDIR
e2fsck 1.42 (29-Nov-2011)
/usr/local/share/doc/foo
Pass 1: Checking inodes, blocks, and sizes
Pass 2: Checking directory structure
Pass 3: Checking directory connectivity
Pass 4: Checking reference counts
Pass 5: Checking group summary information
/dev/vgdata/lvdata04: 11/156800 files (0.0% non-contiguous), 27154/626688 blocks
# resize2fs -p /dev/vgdata/lvdata04 -L 1228M
# lvreduce /dev/vgdata/lvdata04 -L 1228
  WARNING: Reducing active logical volume to 1.20 GiB
  THIS MAY DESTROY YOUR DATA (filesystem etc.)
Do you really want to reduce lvdata04? [y/n]: y
  Reducing logical volume lvdata04 to 1.20 GiB
  Logical volume lvdata04 successfully resized
oxygen ~ # e2fsck -f /dev/vgdata/lvdata04
e2fsck 1.42 (29-Nov-2011)
Pass 1: Checking inodes, blocks, and sizes
Pass 2: Checking directory structure
Pass 3: Checking directory connectivity
Pass 4: Checking reference counts
Pass 5: Checking group summary information
/dev/vgdata/lvdata04: 11/78400 files (0.0% non-contiguous), 22234/314368 blocks
</pre>
</pre>
 
As you can see, bash provides multiple ways to perform exactly the same thing. Using command substitution, we can place any command or pipeline of commands in between ''` `'' or ''$( )'' and assign it to an environment variable. Handy stuff! Here's an example of how to use a pipeline with command substitution:
Not very practical indeed, we can tell '''lvreduce''' to handle the underlying filesystem shrinkage for us. Let's shrink again this time giving a 1 GB volume (1024 MB) in absolute size:


<pre>
<pre>
# lvreduce /dev/vgdata/lvdata04 -r -L 1024
$ MYFILES=$(ls /etc | grep pa)
fsck from util-linux 2.20.1
$ echo $MYFILES
/dev/mapper/vgdata-lvdata04: clean, 11/78400 files, 22234/314368 blocks
pam.d passwd
resize2fs 1.42 (29-Nov-2011)
Resizing the filesystem on /dev/mapper/vgdata-lvdata04 to 262144 (4k) blocks.
The filesystem on /dev/mapper/vgdata-lvdata04 is now 262144 blocks long.
 
  Reducing logical volume lvdata04 to 1.00 GiB
  Logical volume lvdata04 successfully resized
# lvs
  LV      VG    Attr  LSize Origin Snap%  Move Log Copy%  Convert
  lvdata01 vgdata -wi-ao 3.00g                                     
  lvdata02 vgdata -wi-ao 1.00g                                     
  lvdata04 vgdata -wi-a- 1.00g
</pre>
</pre>


{{fancynote|Notice the number of 4k blocks shown: 4096*262144/1024^2 gives 1,073,741,824 bytes either 1 GB.}}
It's also worth pointing out that ''$( )'' is generally preferred over ''` `'' in shell scripts because it is more universally supported across different shells, is easier to type and read, and is less complicated to use in a nested form, as follows:
 
Time to mount the volume again:
 
<pre>
<pre>
# mount /dev/vgdata/lvdata04 /mnt/data04
$ MYFILES=$(ls $(dirname foo/bar/oni))
# df -h | grep lvdata04
/dev/mapper/vgdata-lvdata04  1021M  79M  891M  9% /mnt/data04
</pre>
</pre>


And what is going on at the VG level?
=== Chopping strings like a pro ===
 
While <span style="color:green">basename</span> and <span style="color:green">dirname</span> are great tools, there are times where we may need to perform more advanced string "chopping" operations than just standard pathname manipulations. When we need more punch, we can take advantage of bash's advanced built-in variable expansion functionality. We've already used the standard kind of variable expansion, which looks like this: ${MYVAR}. But bash can also perform some handy string chopping on its own. Take a look at these examples:
<pre>
<pre>
# vgs
$ MYVAR=foodforthought.jpg
  VG    #PV #LV #SN Attr  VSize VFree
$ echo ${MYVAR##*fo}
  vgdata  4  3  0 wz--n- 7.98g 2.99g
rthought.jpg
$ echo ${MYVAR#*fo}
odforthought.jpg
</pre>
</pre>
 
In the first example, we typed ${MYVAR##*fo}. What exactly does this mean? Basically, inside the ''${ }'', we typed the name of the environment variable, two ##s, and a wildcard ("*fo"). Then, bash took <span style="color:green">MYVAR</span>, found the longest substring from the beginning of the string "foodforthought.jpg" that matched the wildcard "*fo", and chopped it off the beginning of the string. That's a bit hard to grasp at first, so to get a feel for how this special "##" option works, let's step through how bash completed this expansion. First, it began searching for substrings at the beginning of "foodforthought.jpg" that matched the "*fo" wildcard. Here are the substrings that it checked:
Wow, we have near 3 GB of free space inside, a bit more than one of our PV. It could be great if we can free one of the those and of course LVM gives you the possibility to do that. Before going further, let's check what happened at the PVs level:
 
<pre>
<pre>
# pvs      
f     
  PV        VG    Fmt  Attr PSize PFree 
fo              MATCHES *fo
  /dev/loop0 vgdata lvm2 a-  2.00g      0
foo      
  /dev/loop1 vgdata lvm2 a-  2.00g 1016.00m
food
  /dev/loop2 vgdata lvm2 a-  2.00g 1020.00m
foodf         
  /dev/loop3 vgdata lvm2 a-  2.00g    1.00g
foodfo          MATCHES *fo
foodfor
foodfort       
foodforth
foodfortho     
foodforthou
foodforthoug
foodforthought
foodforthought.j
foodforthought.jp
foodforthought.jpg
</pre>
</pre>
After searching the string for matches, you can see that bash found two. It selects the longest match, removes it from the beginning of the original string, and returns the result.


Did you noticed? 1 GB of space has been freed on the last PV (/dev/loop3) since ''lvdata04'' has been shrunk not counting the space freed on ''/dev/loop1'' and ''/dev/loop2'' after the removal of lvdata02.
The second form of variable expansion shown above appears identical to the first, except it uses only one "#" -- and bash performs an almost identical process. It checks the same set of substrings as our first example did, except that bash removes the shortest match from our original string, and returns the result. So, as soon as it checks the "fo" substring, it removes "fo" from our string and returns "odforthought.jpg".
 
 
Next steo: can we remove a PV directly (the command to remove a PV from a VG is '''vgreduce''')?


This may seem extremely cryptic, so I'll show you an easy way to remember this functionality. When searching for the longest match, use ## (because ## is longer than #). When searching for the shortest match, use #. See, not that hard to remember at all! Wait, how do you remember that we are supposed to use the '#' character to remove from the *beginning* of a string? Simple! You will notice that on a US keyboard, shift-4 is "$", which is the bash variable expansion character. On the keyboard, immediately to the left of "$" is "#". So, you can see that "#" is "at the beginning" of "$", and thus (according to our mnemonic), "#" removes characters from the beginning of the string. You may wonder how we remove characters from the end of the string. If you guessed that we use the character immediately to the right of "$" on the US keyboard ("%"), you're right! Here are some quick examples of how to chop off trailing portions of strings:
<pre>
<pre>
# vgreduce vgdata /dev/loop0
$ MYFOO="chickensoup.tar.gz"
  Physical volume "/dev/loop0" still in use
$ echo ${MYFOO%%.*}
chickensoup
$ echo ${MYFOO%.*}
chickensoup.tar
</pre>
</pre>
 
As you can see, the % and %% variable expansion options work identically to # and ##, except they remove the matching wildcard from the end of the string. Note that you don't have to use the "*" character if you wish to remove a specific substring from the end:
Of course not, all of our PVs supports the content of our LVs and we must find a manner to move all of the PE (physical extents) actually hold by the PV /dev/loop0 elsewhere withing the VG. But wait a minute, the victory is there yet: we do have some free space in the  /dev/loop0 and we will get more and more free space in it as the displacement process will progress. What is going to happen if, from a concurrent session, we create others LV in ''vgdata'' at the same time the content of /dev/loop0 is moved? Simple: it can be filled again with the PEs newly allocated.
 
So before proceeding to the displacement of what ''/dev/loop0'' contents, we must say to LVM: "please don't allocate anymore PEs on ''/dev/loop0''". This is achieved via the parameter ''-x'' of the command '''pvchange''':
<pre>
<pre>
# pvchange -x n /dev/loop0
MYFOOD="chickensoup"
  Physical volume "/dev/loop0" changed
$ echo ${MYFOOD%%soup}
  1 physical volume changed / 0 physical volumes not changed
chicken
</pre>
</pre>
In this example, it doesn't matter whether we use "%%" or "%", since only one match is possible. And remember, if you forget whether to use "#" or "%", look at the 3, 4, and 5 keys on your keyboard and figure it out.


The value ''n'' given to ''-x'' marks the PV as ''unallocable'' (i.e. not usable for future PE allocations). Let's check again the PVs with '''pvs''' and '''pvdisplay''':
We can use another form of variable expansion to select a specific substring, based on a specific character offset and length. Try typing in the following lines under bash:
 
<pre>
# pvs
  PV        VG    Fmt  Attr PSize PFree 
  /dev/loop0 vgdata lvm2 --  2.00g      0
  /dev/loop1 vgdata lvm2 a-  2.00g 1016.00m
  /dev/loop2 vgdata lvm2 a-  2.00g 1020.00m
  /dev/loop3 vgdata lvm2 a-  2.00g    1.00g
 
# pvdisplay /dev/loop0
  --- Physical volume ---
  PV Name              /dev/loop0
  VG Name              vgdata
  PV Size              2.00 GiB / not usable 4.00 MiB
  Allocatable          NO
  PE Size              4.00 MiB
  Total PE              511
  Free PE              0
  Allocated PE          511
  PV UUID              b9i1Hi-llka-egCF-2vU2-f7tp-wBqh-qV4qEk
</pre>
 
Great news here, the ''Attrs'' field shows a dash instead of 'a' at the leftmost position meaning the PV is effectively ''not allocatable''. However '''marking a PV not allocatable does not wipe the existing PEs stored on it'''. In other words, it means that data present on the PV remains '''absolutely intact'''. Another positive point lies the remaining capacities of the PVs composing ''vgdata'': the sum of free space available on ''/dev/loop1'', ''/dev/loop2'' and ''/dev/loop3'' is 3060MB (1016MB + 1020MB + 1024MB) so largely sufficient to hold the 2048 MB (2 GB) actually stored on the PV ''/dev/loop0''.
 
Now we have frozen the allocation of PEs on /dev/loop0 we can make LVM move all of PEs located in this PV on the others PVs composing the VG ''vgdata''. Again, we don't have to worry about the gory details like where LVM will precisely relocate the PEs actually hold by ''/dev/loop0'', our '''only''' concerns is to get all of them moved out of ''/dev/loop0''. That job gets done by:
 
<pre>
# pvmove /dev/loop0
  /dev/loop0: Moved: 5.9%
  /dev/loop0: Moved: 41.3%
  /dev/loop0: Moved: 50.1%
  /dev/loop0: Moved: 100.0%
</pre>
 
We don't have to tell LVM the VG name because it already knows that ''/dev/loop0'' belongs to ''vgdata'' and what are the others PVs belonging to that VG usable to host the PEs coming from ''/dev/loop0''. It is absolutely normal for the process to takes some minutes (real life cases can go up to several hours even with SAN disks located on high-end storage hardware which is much more faster than local SATA or even SAS drive).
 
At the end of the moving process, we can see that the PV ''/dev/loop0'' is totally free:
 
<pre>
# pvs
  PV        VG    Fmt  Attr PSize PFree 
  /dev/loop0 vgdata lvm2 a-  2.00g    2.00g
  /dev/loop1 vgdata lvm2 a-  2.00g 1016.00m
  /dev/loop2 vgdata lvm2 a-  2.00g      0
  /dev/loop3 vgdata lvm2 a-  2.00g      0
 
# pvdisplay /dev/loop0
  --- Physical volume ---
  PV Name              /dev/loop0
  VG Name              vgdata
  PV Size              2.00 GiB / not usable 4.00 MiB
  Allocatable          yes
  PE Size              4.00 MiB
  Total PE              511
  Free PE              511
  Allocated PE          0
  PV UUID              b9i1Hi-llka-egCF-2vU2-f7tp-wBqh-qV4qEk
</pre>
 
511 PEs free out of a maximum 511 PEs so all of its containt has been successfully spread on the others PVs (the volume is also still marked as "unallocatable", this is normal). Now it is ready to be detached from the VG ''vgdata'' with the help of '''vgreduce''' :
 
<pre>
# vgreduce vgdata /dev/loop0
  Removed "/dev/loop0" from volume group "vgdata"
</pre>
 
What happened to ''vgdata''?
<pre>
# vgs
  VG    #PV #LV #SN Attr  VSize VFree 
  vgdata  3  3  0 wz--n- 5.99g 1016.00m
</pre>
 
Its storage space falls to ~6GB! What would tell '''pvs'''?
 
<pre>
# pvs
  PV        VG    Fmt  Attr PSize PFree 
  /dev/loop0        lvm2 a-  2.00g    2.00g
  /dev/loop1 vgdata lvm2 a-  2.00g 1016.00m
  /dev/loop2 vgdata lvm2 a-  2.00g      0
  /dev/loop3 vgdata lvm2 a-  2.00g      0
</pre>
 
''/dev/loop0'' is now a standalone device detached from any VG. However it still contains some LVM metadata that remains to be wiped with the help of the '''pvremove''' command:
 
{{fancywarning|pvremove/pvmove '''do not destroy the disk content'''. Please *do* a secure erase of the storage device with ''shred'' or any similar tool before disposing of it. }}
 
<pre>
# pvdisplay /dev/loop0
  "/dev/loop0" is a new physical volume of "2.00 GiB"
  --- NEW Physical volume ---
  PV Name              /dev/loop0
  VG Name             
  PV Size              2.00 GiB
  Allocatable          NO
  PE Size              0 
  Total PE              0
  Free PE              0
  Allocated PE          0
  PV UUID              b9i1Hi-llka-egCF-2vU2-f7tp-wBqh-qV4qEk
 
# pvremove /dev/loop0
  Labels on physical volume "/dev/loop0" successfully wiped
# pvdisplay /dev/loop0
  No physical volume label read from /dev/loop0
  Failed to read physical volume "/dev/loop0"
</pre>
 
Great! Things are just simple than that. In their day to day reality, system administrators drive their show in a extremely close similar manner: they do additional tasks like taking backups of data located on the LVs before doing any risky operation or plan applications shutdown periods prior starting a manipulation with a LVM volume to take extra precautions.
 
== Replacing a PV (storage device) by another ==
 
The principle a mix of what has been said in the above sections. The principle is basically:
# Create a new PV
# Associate it to the VG
# Move the contents of the PV to be removed on the remaining PVs composing the VG
# Remove the PV from the VG and wipe it
 
The strategy in this paragraph is to reuse ''/dev/loop0'' and make it replace ''/dev/loop2'' (both devices are of the same size, however we also could have used a bigger ''/dev/loop0'' as well).
 
Here we go! First we need to (re-)create the LVM metadata to make ''/dev/loop0'' usable by LVM:
 
<pre>
# pvcreate /dev/loop0
  Physical volume "/dev/loop0" successfully created
</pre>
 
Then this brand new PV is added to the VG ''vgdata'' thus increasing its size of 2 GB:
 
<pre>
# vgextend vgdata  /dev/loop0
  Volume group "vgdata" successfully extended
# vgs
  VG    #PV #LV #SN Attr  VSize VFree
  vgdata  4  3  0 wz--n- 7.98g 2.99g
# pvs
  PV        VG    Fmt  Attr PSize PFree 
  /dev/loop0 vgdata lvm2 a-  2.00g    2.00g
  /dev/loop1 vgdata lvm2 a-  2.00g 1016.00m
  /dev/loop2 vgdata lvm2 a-  2.00g      0
  /dev/loop3 vgdata lvm2 a-  2.00g      0
</pre>
 
Now we have to suspend the allocation of PEs on ''/dev/loop2'' prior to moving its PEs (and freeing some space on it):
 
<pre>
# pvchange -x n /dev/loop2
  Physical volume "/dev/loop2" changed
  1 physical volume changed / 0 physical volumes not changed
# pvs
  PV        VG    Fmt  Attr PSize PFree 
  /dev/loop0 vgdata lvm2 a-  2.00g    2.00g
  /dev/loop1 vgdata lvm2 a-  2.00g 1016.00m
  /dev/loop2 vgdata lvm2 --  2.00g      0
  /dev/loop3 vgdata lvm2 a-  2.00g      0
</pre>
 
Then we move all of the the PEs on ''/dev/loop2'' to the rest of the VG:
 
<pre>
<pre>
# pvmove /dev/loop2
$ EXCLAIM=cowabunga
  /dev/loop2: Moved: 49.9%
$ echo ${EXCLAIM:0:3}
  /dev/loop2: Moved: 100.0%
cow
# pvs
$ echo ${EXCLAIM:3:7}
  PV        VG    Fmt  Attr PSize PFree 
abunga
  /dev/loop0 vgdata lvm2 a-  2.00g      0
  /dev/loop1 vgdata lvm2 a-  2.00g 1016.00m
  /dev/loop2 vgdata lvm2 --  2.00g    2.00g
  /dev/loop3 vgdata lvm2 a-  2.00g      0
</pre>
</pre>
This form of string chopping can come in quite handy; simply specify the character to start from and the length of the substring, all separated by colons.


Then we remove ''/dev/loop2'' from the VG and we wipe its LVM metadata:
=== Applying string chopping ===
 
Now that we've learned all about chopping strings, let's write a simple little shell script. Our script will accept a single file as an argument, and will print out whether it appears to be a tarball. To determine if it is a tarball, it will look for the pattern ".tar" at the end of the file. Here it is:
<pre>
<syntaxhighlight lang="bash">
# vgreduce vgdata /dev/loop2
#!/bin/bash
  Removed "/dev/loop2" from volume group "vgdata"
# pvremove /dev/loop2
  Labels on physical volume "/dev/loop2" successfully wiped
</pre>


Final state of the PVs composing ''vgdata'':
if [ "${1##*.}" = "tar" ]
then
      echo This appears to be a tarball.
else
      echo At first glance, this does not appear to be a tarball.
fi
</syntaxhighlight>
To run this script, enter it into a file called '''mytar.sh''', and type <span style="color:green">chmod 755 mytar.sh</span> to make it executable. Then, give it a try on a tarball, as follows:
<pre>
<pre>
# pvs
$ ./mytar.sh thisfile.tar
  PV        VG    Fmt  Attr PSize PFree 
This appears to be a tarball.
  /dev/loop0 vgdata lvm2 a-  2.00g      0
$ ./mytar.sh thatfile.gz
  /dev/loop1 vgdata lvm2 a-  2.00g 1016.00m
At first glance, this does not appear to be a tarball.
  /dev/loop3 vgdata lvm2 a-  2.00g      0
</pre>
</pre>
OK, it works, but it's not very functional. Before we make it more useful, let's take a look at the "if" statement used above. In it, we have a boolean expression. In bash, the "=" comparison operator checks for string equality. In bash, all boolean expressions are enclosed in square brackets. But what does the boolean expression actually test for? Let's take a look at the left side. According to what we've learned about string chopping, "${1##*.}" will remove the longest match of "*." from the beginning of the string contained in the environment variable "1", returning the result. This will cause everything after the last "." in the file to be returned. Obviously, if the file ends in ".tar", we will get "tar" as a result, and the condition will be true.


''/dev/loop0'' took the place of ''/dev/loop2'' :-)
You may be wondering what the "1" environment variable is in the first place. Very simple -- $1 is the first command-line argument to the script, $2 is the second, etc. OK, now that we've reviewed the function, we can take our first look at "if" statements.
 
= More advanced topics =
 
== Backing up the layout ==
 
== Freezing a VG ==


== LVM snapshots ==
=== If statements ===
Like most languages, bash has its own form of conditional. When using them, stick to the format above; that is, keep the "if" and the "then" on separate lines, and keep the "else" and the terminating and required "fi" in horizontal alignment with them. This makes the code easier to read and debug. In addition to the "if,else" form, there are several other forms of "if" statements:
<syntaxhighlight lang="bash">
if      [ condition ]
then
        action
fi
</syntaxhighlight>
This one performs an action only if condition is true, otherwise it performs no action and continues executing any lines following the "fi".
<syntaxhighlight lang="bash">
if [ condition ]
then
        action
elif [ condition2 ]
then
        action2
.
.
.
elif [ condition3 ]
then


== Linear/Stripped/Mirrored Logical volumes ==
else
        actionx
fi
</syntaxhighlight>
The above "elif" form will consecutively test each condition and execute the action corresponding to the first true condition. If none of the conditions are true, it will execute the "else" action, if one is present, and then continue executing lines following the entire "if,elif,else" statement.


= LVM and Funtoo =
=== Next time ===
Now that we've covered the most basic bash functionality, it's time to pick up the pace and get ready to write some real scripts. In the next article, I'll cover looping constructs, functions, namespace, and other essential topics. Then, we'll be ready to write some more complicated scripts. In the third article, we'll focus almost exclusively on very complex scripts and functions, as well as several bash script design options. See you then!


== Resources ==
* Read [[Bash by Example, Part 2]]
* Read [[Bash by Example, Part 3]]
* Visit [http://www.gnu.org/software/bash/bash.html GNU's bash home page]


[[Category:Labs]]
__NOTOC__
[[Category:Filesystems]]
[[Category:Linux Core Concepts]]
[[Category:Articles]]
[[Category:Articles]]

Revision as of 06:27, December 25, 2011

Fundamental programming in the Bourne again shell (bash)

Introduction

You might wonder why you ought to learn Bash programming. Well, here are a couple of compelling reasons:

You're already running it

If you check, you'll probably find that you are running bash right now. Even if you changed your default shell, bash is probably still running somewhere on your system, because it's the standard Linux shell and is used for a variety of purposes. Because bash is already running, any additional bash scripts that you run are inherently memory-efficient because they share memory with any already-running bash processes. Why load a 500K interpreter if you already are running something that will do the job, and do it well?

You're already using it

Not only are you already running bash, but you're actually interacting with bash on a daily basis. It's always there, so it makes sense to learn how to use it to its fullest potential. Doing so will make your bash experience more fun and productive. But why should you learn bash programming? Easy, because you already think in terms of running commands, CPing files, and piping and redirecting output. Shouldn't you learn a language that allows you to use and build upon these powerful time-saving constructs you already know how to use? Command shells unlock the potential of a UNIX system, and bash is the Linux shell. It's the high-level glue between you and the machine. Grow in your knowledge of bash, and you'll automatically increase your productivity under Linux and UNIX -- it's that simple.

Bash confusion

Learning bash the wrong way can be a very confusing process. Many newbies type man bash to view the bash man page, only to be confronted with a very terse and technical description of shell functionality. Others type info bash (to view the GNU info documentation), causing either the man page to be redisplayed, or (if they are lucky) only slightly more friendly info documentation to appear.

While this may be somewhat disappointing to novices, the standard bash documentation can't be all things to all people, and caters towards those already familiar with shell programming in general. There's definitely a lot of excellent technical information in the man page, but its helpfulness to beginners is limited.

That's where this series comes in. In it, I'll show you how to actually use bash programming constructs, so that you will be able to write your own scripts. Instead of technical descriptions, I'll provide you with explanations in plain English, so that you will know not only what something does, but when you should actually use it. By the end of this three-part series, you'll be able to write your own intricate bash scripts, and be at the level where you can comfortably use bash and supplement your knowledge by reading (and understanding!) the standard bash documentation. Let's begin.

Environment variables

Under bash and almost all other shells, the user can define environment variables, which are stored internally as ASCII strings. One of the handiest things about environment variables is that they are a standard part of the UNIX process model. This means that environment variables not only are exclusive to shell scripts, but can be used by standard compiled programs as well. When we "export" an environment variable under bash, any subsequent program that we run can read our setting, whether it is a shell script or not. A good example is the vipw command, which normally allows root to edit the system password file. By setting the EDITOR environment variable to the name of your favorite text editor, you can configure vipw to use it instead of vi, a handy thing if you are used to xemacs and really dislike vi.

The standard way to define an environment variable under bash is:

$ myvar='This is my environment variable!'

The above command defined an environment variable called "myvar" and contains the string "This is my environment variable!". There are several things to notice above: first, there is no space on either side of the "=" sign; any space will result in an error (try it and see). The second thing to notice is that while we could have done away with the quotes if we were defining a single word, they are necessary when the value of the environment variable is more than a single word (contains spaces or tabs).

   Note

For extremely detailed information on how quotes should be used in bash, you may want to look at the "QUOTING" section in the bash man page. The existence of special character sequences that get "expanded" (replaced) with other values does complicate how strings are handled in bash. We will just cover the most often-used quoting functionality in this series.

Thirdly, while we can normally use double quotes instead of single quotes, doing so in the above example would have caused an error. Why? Because using single quotes disables a bash feature called expansion, where special characters and sequences of characters are replaced with values. For example, the "!" character is the history expansion character, which bash normally replaces with a previously-typed command. (We won't be covering history expansion in this series of articles, because it is not frequently used in bash programming. For more information on it, see the "HISTORY EXPANSION" section in the bash man page.) While this macro-like functionality can come in handy, right now we want a literal exclamation point at the end of our environment variable, rather than a macro.

Now, let's take a look at how one actually uses environment variables. Here's an example:

$ echo $myvar
This is my environment variable!

By preceding the name of our environment variable with a $, we can cause bash to replace it with the value of myvar. In bash terminology, this is called "variable expansion". But, what if we try the following:

$ echo foo$myvarbar
foo

We wanted this to echo "fooThis is my environment variable!bar", but it didn't work. What went wrong? In a nutshell, bash's variable expansion facility in got confused. It couldn't tell whether we wanted to expand the variable $m, $my, $myvar, $myvarbar, etc. How can we be more explicit and clearly tell bash what variable we are referring to? Try this:

$ echo foo${myvar}bar
fooThis is my environment variable!bar

As you can see, we can enclose the environment variable name in curly braces when it is not clearly separated from the surrounding text. While $myvar is faster to type and will work most of the time, ${myvar} can be parsed correctly in almost any situation. Other than that, they both do the same thing, and you will see both forms of variable expansion in the rest of this series. You'll want to remember to use the more explicit curly-brace form when your environment variable is not isolated from the surrounding text by whitespace (spaces or tabs).

Recall that we also mentioned that we can "export" variables. When we export an environment variable, it's automatically available in the environment of any subsequently-run script or executable. Shell scripts can "get to" the environment variable using that shell's built-in environment-variable support, while C programs can use the getenv() function call. Here's some example C code that you should type in and compile -- it'll allow us to understand environment variables from the perspective of C:

#include <stdio.h>
#include <stdlib.h>

int main(void) {
  char *myenvvar=getenv("EDITOR");
  printf("The editor environment variable is set to %s\n",myenvvar);
}

Save the above source into a file called myenv.c, and then compile it by issuing the command:

$ gcc myenv.c -o myenv

Now, there will be an executable program in your directory that, when run, will print the value of the EDITOR environment variable, if any. This is what happens when I run it on my machine:

$ ./myenv
The editor environment variable is set to (null)

Hmmm... because the EDITOR environment variable was not set to anything, the C program gets a null string. Let's try setting it to a specific value:

$ EDITOR=xemacs
$ ./myenv
The editor environment variable is set to (null)

While you might have expected myenv to print the value "xemacs", it didn't quite work, because we didn't export the EDITOR environment variable. This time, we'll get it working:

$ export EDITOR
$ ./myenv
The editor environment variable is set to xemacs

So, you have seen with your very own eyes that another process (in this case our example C program) cannot see the environment variable until it is exported. Incidentally, if you want, you can define and export an environment variable using one line, as follows:

$ export EDITOR=xemacs

It works identically to the two-line version. This would be a good time to show how to erase an environment variable by using unset:

$ unset EDITOR
$ ./myenv
The editor environment variable is set to (null)

Chopping strings overview

Chopping strings -- that is, splitting an original string into smaller, separate chunk(s) -- is one of those tasks that is performed daily by your average shell script. Many times, shell scripts need to take a fully-qualified path, and find the terminating file or directory. While it's possible (and fun!) to code this in bash, the standard basename UNIX executable performs this extremely well:

$ basename /usr/local/share/doc/foo/foo.txt
foo.txt
$ basename /usr/home/drobbins
drobbins

basename is quite a handy tool for chopping up strings. It's companion, called dirname, returns the "other" part of the path that basename throws away:

$ dirname /usr/local/share/doc/foo/foo.txt
/usr/local/share/doc/foo
$ dirname /usr/home/drobbins/
/usr/home
   Note

Both dirname and basename do not look at any files or directories on disk; they are purely string manipulation commands.

Command substitution

One very handy thing to know is how to create an environment variable that contains the result of an executable command. This is very easy to do:

$ MYDIR=$(dirname /usr/local/share/doc/foo/foo.txt)
$ echo $MYDIR
/usr/local/share/doc/foo

What we did above is called command substitution. Several things are worth noticing in this example. On the first line, we simply enclosed the command we wanted to execute with $( ).

Note that it is also possible to do the same thing using backquotes, the keyboard key that normally sits above the Tab key:

$ MYDIR=`dirname /usr/local/share/doc/foo/foo.txt`
$ echo $MYDIR
/usr/local/share/doc/foo

As you can see, bash provides multiple ways to perform exactly the same thing. Using command substitution, we can place any command or pipeline of commands in between ` ` or $( ) and assign it to an environment variable. Handy stuff! Here's an example of how to use a pipeline with command substitution:

$ MYFILES=$(ls /etc | grep pa)
$ echo $MYFILES
pam.d passwd

It's also worth pointing out that $( ) is generally preferred over ` ` in shell scripts because it is more universally supported across different shells, is easier to type and read, and is less complicated to use in a nested form, as follows:

$ MYFILES=$(ls $(dirname foo/bar/oni))

Chopping strings like a pro

While basename and dirname are great tools, there are times where we may need to perform more advanced string "chopping" operations than just standard pathname manipulations. When we need more punch, we can take advantage of bash's advanced built-in variable expansion functionality. We've already used the standard kind of variable expansion, which looks like this: ${MYVAR}. But bash can also perform some handy string chopping on its own. Take a look at these examples:

$ MYVAR=foodforthought.jpg
$ echo ${MYVAR##*fo}
rthought.jpg
$ echo ${MYVAR#*fo}
odforthought.jpg

In the first example, we typed ${MYVAR##*fo}. What exactly does this mean? Basically, inside the ${ }, we typed the name of the environment variable, two ##s, and a wildcard ("*fo"). Then, bash took MYVAR, found the longest substring from the beginning of the string "foodforthought.jpg" that matched the wildcard "*fo", and chopped it off the beginning of the string. That's a bit hard to grasp at first, so to get a feel for how this special "##" option works, let's step through how bash completed this expansion. First, it began searching for substrings at the beginning of "foodforthought.jpg" that matched the "*fo" wildcard. Here are the substrings that it checked:

f       
fo              MATCHES *fo
foo     
food
foodf           
foodfo          MATCHES *fo
foodfor
foodfort        
foodforth
foodfortho      
foodforthou
foodforthoug
foodforthought
foodforthought.j
foodforthought.jp
foodforthought.jpg

After searching the string for matches, you can see that bash found two. It selects the longest match, removes it from the beginning of the original string, and returns the result.

The second form of variable expansion shown above appears identical to the first, except it uses only one "#" -- and bash performs an almost identical process. It checks the same set of substrings as our first example did, except that bash removes the shortest match from our original string, and returns the result. So, as soon as it checks the "fo" substring, it removes "fo" from our string and returns "odforthought.jpg".

This may seem extremely cryptic, so I'll show you an easy way to remember this functionality. When searching for the longest match, use ## (because ## is longer than #). When searching for the shortest match, use #. See, not that hard to remember at all! Wait, how do you remember that we are supposed to use the '#' character to remove from the *beginning* of a string? Simple! You will notice that on a US keyboard, shift-4 is "$", which is the bash variable expansion character. On the keyboard, immediately to the left of "$" is "#". So, you can see that "#" is "at the beginning" of "$", and thus (according to our mnemonic), "#" removes characters from the beginning of the string. You may wonder how we remove characters from the end of the string. If you guessed that we use the character immediately to the right of "$" on the US keyboard ("%"), you're right! Here are some quick examples of how to chop off trailing portions of strings:

$ MYFOO="chickensoup.tar.gz"
$ echo ${MYFOO%%.*}
chickensoup
$ echo ${MYFOO%.*}
chickensoup.tar

As you can see, the % and %% variable expansion options work identically to # and ##, except they remove the matching wildcard from the end of the string. Note that you don't have to use the "*" character if you wish to remove a specific substring from the end:

MYFOOD="chickensoup"
$ echo ${MYFOOD%%soup}
chicken

In this example, it doesn't matter whether we use "%%" or "%", since only one match is possible. And remember, if you forget whether to use "#" or "%", look at the 3, 4, and 5 keys on your keyboard and figure it out.

We can use another form of variable expansion to select a specific substring, based on a specific character offset and length. Try typing in the following lines under bash:

$ EXCLAIM=cowabunga
$ echo ${EXCLAIM:0:3}
cow
$ echo ${EXCLAIM:3:7}
abunga

This form of string chopping can come in quite handy; simply specify the character to start from and the length of the substring, all separated by colons.

Applying string chopping

Now that we've learned all about chopping strings, let's write a simple little shell script. Our script will accept a single file as an argument, and will print out whether it appears to be a tarball. To determine if it is a tarball, it will look for the pattern ".tar" at the end of the file. Here it is:

#!/bin/bash

if [ "${1##*.}" = "tar" ]
then
       echo This appears to be a tarball.
else
       echo At first glance, this does not appear to be a tarball.
fi

To run this script, enter it into a file called mytar.sh, and type chmod 755 mytar.sh to make it executable. Then, give it a try on a tarball, as follows:

$ ./mytar.sh thisfile.tar
This appears to be a tarball.
$ ./mytar.sh thatfile.gz
At first glance, this does not appear to be a tarball.

OK, it works, but it's not very functional. Before we make it more useful, let's take a look at the "if" statement used above. In it, we have a boolean expression. In bash, the "=" comparison operator checks for string equality. In bash, all boolean expressions are enclosed in square brackets. But what does the boolean expression actually test for? Let's take a look at the left side. According to what we've learned about string chopping, "${1##*.}" will remove the longest match of "*." from the beginning of the string contained in the environment variable "1", returning the result. This will cause everything after the last "." in the file to be returned. Obviously, if the file ends in ".tar", we will get "tar" as a result, and the condition will be true.

You may be wondering what the "1" environment variable is in the first place. Very simple -- $1 is the first command-line argument to the script, $2 is the second, etc. OK, now that we've reviewed the function, we can take our first look at "if" statements.

If statements

Like most languages, bash has its own form of conditional. When using them, stick to the format above; that is, keep the "if" and the "then" on separate lines, and keep the "else" and the terminating and required "fi" in horizontal alignment with them. This makes the code easier to read and debug. In addition to the "if,else" form, there are several other forms of "if" statements:

if      [ condition ]
then
        action
fi

This one performs an action only if condition is true, otherwise it performs no action and continues executing any lines following the "fi".

if [ condition ]
then 
        action
elif [ condition2 ]
then
        action2
.
.
.
elif [ condition3 ]
then

else
        actionx
fi

The above "elif" form will consecutively test each condition and execute the action corresponding to the first true condition. If none of the conditions are true, it will execute the "else" action, if one is present, and then continue executing lines following the entire "if,elif,else" statement.

Next time

Now that we've covered the most basic bash functionality, it's time to pick up the pace and get ready to write some real scripts. In the next article, I'll cover looping constructs, functions, namespace, and other essential topics. Then, we'll be ready to write some more complicated scripts. In the third article, we'll focus almost exclusively on very complex scripts and functions, as well as several bash script design options. See you then!

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