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+======================
+ Adding/Removing OSDs
+======================
+
+When a cluster is up and running, it is possible to add or remove OSDs.
+
+Adding OSDs
+===========
+
+OSDs can be added to a cluster in order to expand the cluster's capacity and
+resilience. Typically, an OSD is a Ceph ``ceph-osd`` daemon running on one
+storage drive within a host machine. But if your host machine has multiple
+storage drives, you may map one ``ceph-osd`` daemon for each drive on the
+machine.
+
+It's a good idea to check the capacity of your cluster so that you know when it
+approaches its capacity limits. If your cluster has reached its ``near full``
+ratio, then you should add OSDs to expand your cluster's capacity.
+
+.. warning:: Do not add an OSD after your cluster has reached its ``full
+ ratio``. OSD failures that occur after the cluster reaches its ``near full
+ ratio`` might cause the cluster to exceed its ``full ratio``.
+
+
+Deploying your Hardware
+-----------------------
+
+If you are also adding a new host when adding a new OSD, see `Hardware
+Recommendations`_ for details on minimum recommendations for OSD hardware. To
+add an OSD host to your cluster, begin by making sure that an appropriate
+version of Linux has been installed on the host machine and that all initial
+preparations for your storage drives have been carried out. For details, see
+`Filesystem Recommendations`_.
+
+Next, add your OSD host to a rack in your cluster, connect the host to the
+network, and ensure that the host has network connectivity. For details, see
+`Network Configuration Reference`_.
+
+
+.. _Hardware Recommendations: ../../../start/hardware-recommendations
+.. _Filesystem Recommendations: ../../configuration/filesystem-recommendations
+.. _Network Configuration Reference: ../../configuration/network-config-ref
+
+Installing the Required Software
+--------------------------------
+
+If your cluster has been manually deployed, you will need to install Ceph
+software packages manually. For details, see `Installing Ceph (Manual)`_.
+Configure SSH for the appropriate user to have both passwordless authentication
+and root permissions.
+
+.. _Installing Ceph (Manual): ../../../install
+
+
+Adding an OSD (Manual)
+----------------------
+
+The following procedure sets up a ``ceph-osd`` daemon, configures this OSD to
+use one drive, and configures the cluster to distribute data to the OSD. If
+your host machine has multiple drives, you may add an OSD for each drive on the
+host by repeating this procedure.
+
+As the following procedure will demonstrate, adding an OSD involves creating a
+metadata directory for it, configuring a data storage drive, adding the OSD to
+the cluster, and then adding it to the CRUSH map.
+
+When you add the OSD to the CRUSH map, you will need to consider the weight you
+assign to the new OSD. Since storage drive capacities increase over time, newer
+OSD hosts are likely to have larger hard drives than the older hosts in the
+cluster have and therefore might have greater weight as well.
+
+.. tip:: Ceph works best with uniform hardware across pools. It is possible to
+ add drives of dissimilar size and then adjust their weights accordingly.
+ However, for best performance, consider a CRUSH hierarchy that has drives of
+ the same type and size. It is better to add larger drives uniformly to
+ existing hosts. This can be done incrementally, replacing smaller drives
+ each time the new drives are added.
+
+#. Create the new OSD by running a command of the following form. If you opt
+ not to specify a UUID in this command, the UUID will be set automatically
+ when the OSD starts up. The OSD number, which is needed for subsequent
+ steps, is found in the command's output:
+
+ .. prompt:: bash $
+
+ ceph osd create [{uuid} [{id}]]
+
+ If the optional parameter {id} is specified it will be used as the OSD ID.
+ However, if the ID number is already in use, the command will fail.
+
+ .. warning:: Explicitly specifying the ``{id}`` parameter is not
+ recommended. IDs are allocated as an array, and any skipping of entries
+ consumes extra memory. This memory consumption can become significant if
+ there are large gaps or if clusters are large. By leaving the ``{id}``
+ parameter unspecified, we ensure that Ceph uses the smallest ID number
+ available and that these problems are avoided.
+
+#. Create the default directory for your new OSD by running commands of the
+ following form:
+
+ .. prompt:: bash $
+
+ ssh {new-osd-host}
+ sudo mkdir /var/lib/ceph/osd/ceph-{osd-number}
+
+#. If the OSD will be created on a drive other than the OS drive, prepare it
+ for use with Ceph. Run commands of the following form:
+
+ .. prompt:: bash $
+
+ ssh {new-osd-host}
+ sudo mkfs -t {fstype} /dev/{drive}
+ sudo mount -o user_xattr /dev/{hdd} /var/lib/ceph/osd/ceph-{osd-number}
+
+#. Initialize the OSD data directory by running commands of the following form:
+
+ .. prompt:: bash $
+
+ ssh {new-osd-host}
+ ceph-osd -i {osd-num} --mkfs --mkkey
+
+ Make sure that the directory is empty before running ``ceph-osd``.
+
+#. Register the OSD authentication key by running a command of the following
+ form:
+
+ .. prompt:: bash $
+
+ ceph auth add osd.{osd-num} osd 'allow *' mon 'allow rwx' -i /var/lib/ceph/osd/ceph-{osd-num}/keyring
+
+ This presentation of the command has ``ceph-{osd-num}`` in the listed path
+ because many clusters have the name ``ceph``. However, if your cluster name
+ is not ``ceph``, then the string ``ceph`` in ``ceph-{osd-num}`` needs to be
+ replaced with your cluster name. For example, if your cluster name is
+ ``cluster1``, then the path in the command should be
+ ``/var/lib/ceph/osd/cluster1-{osd-num}/keyring``.
+
+#. Add the OSD to the CRUSH map by running the following command. This allows
+ the OSD to begin receiving data. The ``ceph osd crush add`` command can add
+ OSDs to the CRUSH hierarchy wherever you want. If you specify one or more
+ buckets, the command places the OSD in the most specific of those buckets,
+ and it moves that bucket underneath any other buckets that you have
+ specified. **Important:** If you specify only the root bucket, the command
+ will attach the OSD directly to the root, but CRUSH rules expect OSDs to be
+ inside of hosts. If the OSDs are not inside hosts, the OSDS will likely not
+ receive any data.
+
+ .. prompt:: bash $
+
+ ceph osd crush add {id-or-name} {weight} [{bucket-type}={bucket-name} ...]
+
+ Note that there is another way to add a new OSD to the CRUSH map: decompile
+ the CRUSH map, add the OSD to the device list, add the host as a bucket (if
+ it is not already in the CRUSH map), add the device as an item in the host,
+ assign the device a weight, recompile the CRUSH map, and set the CRUSH map.
+ For details, see `Add/Move an OSD`_. This is rarely necessary with recent
+ releases (this sentence was written the month that Reef was released).
+
+
+.. _rados-replacing-an-osd:
+
+Replacing an OSD
+----------------
+
+.. note:: If the procedure in this section does not work for you, try the
+ instructions in the ``cephadm`` documentation:
+ :ref:`cephadm-replacing-an-osd`.
+
+Sometimes OSDs need to be replaced: for example, when a disk fails, or when an
+administrator wants to reprovision OSDs with a new back end (perhaps when
+switching from Filestore to BlueStore). Replacing an OSD differs from `Removing
+the OSD`_ in that the replaced OSD's ID and CRUSH map entry must be kept intact
+after the OSD is destroyed for replacement.
+
+
+#. Make sure that it is safe to destroy the OSD:
+
+ .. prompt:: bash $
+
+ while ! ceph osd safe-to-destroy osd.{id} ; do sleep 10 ; done
+
+#. Destroy the OSD:
+
+ .. prompt:: bash $
+
+ ceph osd destroy {id} --yes-i-really-mean-it
+
+#. *Optional*: If the disk that you plan to use is not a new disk and has been
+ used before for other purposes, zap the disk:
+
+ .. prompt:: bash $
+
+ ceph-volume lvm zap /dev/sdX
+
+#. Prepare the disk for replacement by using the ID of the OSD that was
+ destroyed in previous steps:
+
+ .. prompt:: bash $
+
+ ceph-volume lvm prepare --osd-id {id} --data /dev/sdX
+
+#. Finally, activate the OSD:
+
+ .. prompt:: bash $
+
+ ceph-volume lvm activate {id} {fsid}
+
+Alternatively, instead of carrying out the final two steps (preparing the disk
+and activating the OSD), you can re-create the OSD by running a single command
+of the following form:
+
+ .. prompt:: bash $
+
+ ceph-volume lvm create --osd-id {id} --data /dev/sdX
+
+Starting the OSD
+----------------
+
+After an OSD is added to Ceph, the OSD is in the cluster. However, until it is
+started, the OSD is considered ``down`` and ``in``. The OSD is not running and
+will be unable to receive data. To start an OSD, either run ``service ceph``
+from your admin host or run a command of the following form to start the OSD
+from its host machine:
+
+ .. prompt:: bash $
+
+ sudo systemctl start ceph-osd@{osd-num}
+
+After the OSD is started, it is considered ``up`` and ``in``.
+
+Observing the Data Migration
+----------------------------
+
+After the new OSD has been added to the CRUSH map, Ceph begins rebalancing the
+cluster by migrating placement groups (PGs) to the new OSD. To observe this
+process by using the `ceph`_ tool, run the following command:
+
+ .. prompt:: bash $
+
+ ceph -w
+
+Or:
+
+ .. prompt:: bash $
+
+ watch ceph status
+
+The PG states will first change from ``active+clean`` to ``active, some
+degraded objects`` and then return to ``active+clean`` when migration
+completes. When you are finished observing, press Ctrl-C to exit.
+
+.. _Add/Move an OSD: ../crush-map#addosd
+.. _ceph: ../monitoring
+
+
+Removing OSDs (Manual)
+======================
+
+It is possible to remove an OSD manually while the cluster is running: you
+might want to do this in order to reduce the size of the cluster or when
+replacing hardware. Typically, an OSD is a Ceph ``ceph-osd`` daemon running on
+one storage drive within a host machine. Alternatively, if your host machine
+has multiple storage drives, you might need to remove multiple ``ceph-osd``
+daemons: one daemon for each drive on the machine.
+
+.. warning:: Before you begin the process of removing an OSD, make sure that
+ your cluster is not near its ``full ratio``. Otherwise the act of removing
+ OSDs might cause the cluster to reach or exceed its ``full ratio``.
+
+
+Taking the OSD ``out`` of the Cluster
+-------------------------------------
+
+OSDs are typically ``up`` and ``in`` before they are removed from the cluster.
+Before the OSD can be removed from the cluster, the OSD must be taken ``out``
+of the cluster so that Ceph can begin rebalancing and copying its data to other
+OSDs. To take an OSD ``out`` of the cluster, run a command of the following
+form:
+
+ .. prompt:: bash $
+
+ ceph osd out {osd-num}
+
+
+Observing the Data Migration
+----------------------------
+
+After the OSD has been taken ``out`` of the cluster, Ceph begins rebalancing
+the cluster by migrating placement groups out of the OSD that was removed. To
+observe this process by using the `ceph`_ tool, run the following command:
+
+ .. prompt:: bash $
+
+ ceph -w
+
+The PG states will change from ``active+clean`` to ``active, some degraded
+objects`` and will then return to ``active+clean`` when migration completes.
+When you are finished observing, press Ctrl-C to exit.
+
+.. note:: Under certain conditions, the action of taking ``out`` an OSD
+ might lead CRUSH to encounter a corner case in which some PGs remain stuck
+ in the ``active+remapped`` state. This problem sometimes occurs in small
+ clusters with few hosts (for example, in a small testing cluster). To
+ address this problem, mark the OSD ``in`` by running a command of the
+ following form:
+
+ .. prompt:: bash $
+
+ ceph osd in {osd-num}
+
+ After the OSD has come back to its initial state, do not mark the OSD
+ ``out`` again. Instead, set the OSD's weight to ``0`` by running a command
+ of the following form:
+
+ .. prompt:: bash $
+
+ ceph osd crush reweight osd.{osd-num} 0
+
+ After the OSD has been reweighted, observe the data migration and confirm
+ that it has completed successfully. The difference between marking an OSD
+ ``out`` and reweighting the OSD to ``0`` has to do with the bucket that
+ contains the OSD. When an OSD is marked ``out``, the weight of the bucket is
+ not changed. But when an OSD is reweighted to ``0``, the weight of the
+ bucket is updated (namely, the weight of the OSD is subtracted from the
+ overall weight of the bucket). When operating small clusters, it can
+ sometimes be preferable to use the above reweight command.
+
+
+Stopping the OSD
+----------------
+
+After you take an OSD ``out`` of the cluster, the OSD might still be running.
+In such a case, the OSD is ``up`` and ``out``. Before it is removed from the
+cluster, the OSD must be stopped by running commands of the following form:
+
+ .. prompt:: bash $
+
+ ssh {osd-host}
+ sudo systemctl stop ceph-osd@{osd-num}
+
+After the OSD has been stopped, it is ``down``.
+
+
+Removing the OSD
+----------------
+
+The following procedure removes an OSD from the cluster map, removes the OSD's
+authentication key, removes the OSD from the OSD map, and removes the OSD from
+the ``ceph.conf`` file. If your host has multiple drives, it might be necessary
+to remove an OSD from each drive by repeating this procedure.
+
+#. Begin by having the cluster forget the OSD. This step removes the OSD from
+ the CRUSH map, removes the OSD's authentication key, and removes the OSD
+ from the OSD map. (The :ref:`purge subcommand <ceph-admin-osd>` was
+ introduced in Luminous. For older releases, see :ref:`the procedure linked
+ here <ceph_osd_purge_procedure_pre_luminous>`.):
+
+ .. prompt:: bash $
+
+ ceph osd purge {id} --yes-i-really-mean-it
+
+
+#. Navigate to the host where the master copy of the cluster's
+ ``ceph.conf`` file is kept:
+
+ .. prompt:: bash $
+
+ ssh {admin-host}
+ cd /etc/ceph
+ vim ceph.conf
+
+#. Remove the OSD entry from your ``ceph.conf`` file (if such an entry
+ exists)::
+
+ [osd.1]
+ host = {hostname}
+
+#. Copy the updated ``ceph.conf`` file from the location on the host where the
+ master copy of the cluster's ``ceph.conf`` is kept to the ``/etc/ceph``
+ directory of the other hosts in your cluster.
+
+.. _ceph_osd_purge_procedure_pre_luminous:
+
+If your Ceph cluster is older than Luminous, you will be unable to use the
+``ceph osd purge`` command. Instead, carry out the following procedure:
+
+#. Remove the OSD from the CRUSH map so that it no longer receives data (for
+ more details, see `Remove an OSD`_):
+
+ .. prompt:: bash $
+
+ ceph osd crush remove {name}
+
+ Instead of removing the OSD from the CRUSH map, you might opt for one of two
+ alternatives: (1) decompile the CRUSH map, remove the OSD from the device
+ list, and remove the device from the host bucket; (2) remove the host bucket
+ from the CRUSH map (provided that it is in the CRUSH map and that you intend
+ to remove the host), recompile the map, and set it:
+
+
+#. Remove the OSD authentication key:
+
+ .. prompt:: bash $
+
+ ceph auth del osd.{osd-num}
+
+#. Remove the OSD:
+
+ .. prompt:: bash $
+
+ ceph osd rm {osd-num}
+
+ For example:
+
+ .. prompt:: bash $
+
+ ceph osd rm 1
+
+.. _Remove an OSD: ../crush-map#removeosd