Move Linux Swap and Extend OS File System

Story

So, you go to run updates, in this case some Linux servers. So, you dust off your old dusty fingers and type the blissful phrase, “apt update” followed by the holier than thou “apt upgrade”….

You watch as the test scrolls past the screen in beautiful green text console style, as you whisper, “all I see is blonde, and brunette”, having seen the same text so many times you glaze over them following up with “ignorance is bliss”.

Your sweet dreams of living in the Matrix come to a halt as instead of success you see the dreaded red text on the screen and realize the Matric has no red text. Shucks this is reality, and the update has just failed.

Reality can be a cruel place, and it can also be unforgiving, in this case the application that failed to update is not the problem (I mean you could associate blame here if the dev’s and maintainers didn’t do any due diligence on efficiencies, but I digress), the problem was simply, the problem as old as computers themselves “Not enough storage space”.

Now, you might be wondering at this point… what does this have to do with Linux Swap?!?!? Like any good ol’ storyteller, I’m gettin’ to that part. Now where was I… oh yes, that pesty no space issue. Now normally this would be a very simple endeavor, either:

A) Go clear up needless crap.
Trust me I tried, ran apt autoclean, and apt clean. Looked through the File System, nothing was left to remove.

B) Add more storage.
This is the easiest route, if virtualized simply expand the VM’s HDD on the host that’s serving it, or if physical DD the contents to a drive of similar bus but with higher tier storage.

Lucky for me the server was virtual, now comes the kicker, even after expanding the hard drive, the Linux machine was configured to have a partition-based Swap. In both situations, virtual and physical, this will have to be dealt with in order to expand the file system the Linux OS is utilizing.

Swap: What is it?

Swap is space on a hard drive reserved for putting memory temporary while another request for memory is being made and there is no more actual RAM (Random Access Memory) available for it to be placed for use. The system simply takes lower access memory and just kind “shows it under the rug” to be cleaned or used later.

If you were running a system with massive amounts of memory, you could, in theory, run without swap, just remove it and life’s good. However, in lots of cases memory is a scarce commodity vs something like hard drive storage, the difference is merely speed.

Anyway, in this case I attempted to remove swap entire (steps will be provided shortly), however this system was no different in terms of just being provisioned enough where several MB of RAM was actually being placed into swap, as such when I removed the swap, and all the services began to spin up the VM became unusable, as running commands would return unable to associate memory. So instead, the swap was simply changed from a partition to a file-based swap.

Step 1) Stop Services

This step may or may not be required, it depends on your systems current resource allocations, if you’re in the same boat as I was in that commands won’t run as the system is at max memory usage; then this is needed to ensure the system doesn’t become unusable during the transition, as it will require to disable swap for a short time.

The commands to stop services will depend on both the Linux distro used and the service being managed. This is beyond the scope of this post.

Step 2) Verify Swap

Run the command:

swapon -s

This is an old Linux machine I plan on decommissioning, but as we can see here, a shining example of a partition-based swap, and the partition it’s assigned to. /dev/sda3. We can also see some of the swap is actually used. During my testing I found Linux wouldn’t disable swap if it is unable to allocate physical memory for its content, which makes sense.

Step 3) Create Swap File

Create the Swap file before disabling the current partition swap or apparently the dd command will fail due to memory buffers.

dd if=/dev/zero of=/swapfile count=1 bs=1GiB

This also depends on the size of your old swap, change the command accordingly based on the size of the partition you plan to remove. In my case roughly a Gig.

chmod -v 0600 /swapfile
chown -v root:root /swapfile
mkswap /swapfile

Step 4) Disable Swap

Now it’s time for us to disable swap so we can convert it to a file-based version. If it states it can’t move the data to memory cause memory is full, revert to step 1 which was to stop services to make room in memory. If this can’t be done due to service requirements, then you’d have to schedule a Maintenace window, since without enough memory on the host service interruption is inevitable… Mr.Anderson.

swapoff /dev/sda3

easy peasy.

Step 5) Enable Swap File

swapon /swapfile

Step 6) Edit fstab

Now looks like we done, but don’t forget this is handled by fstab after reboot, just ask me how I know….  yeah, I found out the hard way… let’s check the existing fstab file…

cat /etc/fstab

Step 7) Reboot and Verify Services

Wait both mounted as swap… what??!?

To fix this, I removed the partition, updated kernel usage, and initram, then reboot:

fdisk /dev/sda
d
3
w
partprobe
update-initramfs -u

Rebooted and swapon showed just the file swap being used. Which means the deleted partition is no longer in the way of the sectors to allow for a full proper expansion of the OS file system. Not sure what was with the error… didn’t seem to affect anything in terms of the services being offered by the server.

Step 8) Extending the OS File System

If you’ve ever done this on Windows, you’ll know how easy it is with Disk Manager. On linux it’s a bit… interesting… you delete the partition to create it again, but it doesn’t delete the data, which we all come to expect in the Windows realm.

fdisk /dev/sda
d
[enter]
n
[enter]
[enter]
[enter]
w
partprobe
resize2fs /dev/sda2

The above simply delete’s the second partition, then recreates it using all available sectors on the disk. Then final commands allows the file system to use all the available sectors, as extended by fdisk.

Summary

Have fun doing whatever you need to do with all the new extra space you have.  Is there any performance impact from doing this? Again, if you have a system with adequate memory, the swap should never be used. If you want to go down that rabbit hole.. here.. Swap File vs Swap Partition : r/linux4noobs (reddit.com) have fun. Could I have removed the swap partition, created it at the end of the new extended hard drive…. yes… I could have but that would have required calculating the sectors, and extending the new file system to the sector that would be the start of the new swap partition, and I much rather press enter a bunch of times and have the computer do it all for me, I can also extend a file easier than a partition, so read the reddit thread… and pick your own poisons…

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