Introduction

Preparing a new disk for use on a Linux system can be quick and easy. There are many tools, filesystem formats, and partitioning schemes that may complicate the process if you have specialized needs, but if you want to get up and running quickly, it's fairly straightforward.

This guide will cover the following process:

• Identifying the new disk on the system.
  
• Creating a single partition that spans the entire drive (most operating systems expect a partition layout, even if only one filesystem is present)
  
• Formatting the partition with the Ext4 filesystem (the default in most modern Linux distributions)
  
• Mounting and setting up Auto-mounting of the filesystem at boot
  

Install the Tools

To partition the drive, we'll use the parted utility. In most cases, this will already be installed on the server.

If you are on an Ubuntu or Debian server and do not have parted yet, you can install it by typing:

sudo apt-get update

sudo apt-get install parted

If you are on a CentOS or Fedora server, you can install it by typing:

sudo yum install parted

Identify the New Disk on the System

Before we set up the drive, we need to be able to properly identify it on the server.

If this is a completely new drive, the easiest way to find it on your server may be to look for the absence of a partitioning scheme. If we ask parted to list the partition layout of our disks, it will give us an error for any disks that don't have a valid partition scheme. This can be used to help us identify the new disk:

sudo parted -l | grep Error

You should see an unrecognized disk label error for the new, unpartitioned disk:

Output
Error: /dev/sda: unrecognised disk label

You can also use the lsblk command and look for a disk of the correct size that has no associated partitions:

lsblk

Output
NAME   MAJ:MIN RM   SIZE RO TYPE MOUNTPOINT
sda      8:0    0   100G  0 disk 
vda    253:0    0    20G  0 disk 
└─vda1 253:1    0    20G  0 part /

When you know the name the kernel has assigned your disk, you can partition your drive.

Partition the New Drive

As mentioned in the introduction, we'll create a single partition spanning the entire disk in this guide.

Choose a Partitioning Standard

To do this, we first need to specify the partitioning standard we wish to use. GPT is the more modern partitioning standard, while the MBR standard offers wider support among operating systems. If you do not have any special requirements, it is probably better to use GPT at this point.

To choose the GPT standard, pass in the disk you identified like this:

sudo parted /dev/sda mklabel gpt

If you wish to use the MBR format, type this instead:

sudo parted /dev/sda mklabel msdos

Create the New Partition

Once the format is selected, you can create a partition spanning the entire drive by typing:

sudo parted -a opt /dev/sda mkpart primary ext4 0% 100%

If we check lsblk, we should see the new partition available:

lsblk

Output
NAME   MAJ:MIN RM   SIZE RO TYPE MOUNTPOINT
sda      8:0    0   100G  0 disk 
└─sda1   8:1    0   100G  0 part 
vda    253:0    0    20G  0 disk 
└─vda1 253:1    0    20G  0 part /

Create a Filesystem on the New Partition

Now that we have a partition available, we can format it as an Ext4 filesystem. To do this, pass the partition to the mkfs.ext4 utility.

We can add a partition label by passing the -L flag. Select a name that will help you identify this particular drive:

sudo mkfs.ext4 -L datapartition /dev/sda1

If you want to change the partition label at a later date, you can use the e2label command:

sudo e2label /dev/sda1 newlabel

You can see all of the different ways to identify your partition with lsblk. We want to find the name, label, and UUID of the partition.

Some versions of lsblk will print all of this information if we type:

sudo lsblk --fs

If your version does not show all of the appropriate fields, you can request them manually:

sudo lsblk -o NAME,FSTYPE,LABEL,UUID,MOUNTPOINT

You should see something like this. The highlighted output indicate different methods you can use to refer to the new filesystem:

Output
NAME   FSTYPE LABEL         UUID                                 MOUNTPOINT
sda                                                              
└─sda1 ext4   datapartition 4b313333-a7b5-48c1-a957-d77d637e4fda 
vda                                                              
└─vda1 ext4   DOROOT        050e1e34-39e6-4072-a03e-ae0bf90ba13a /

Mount the New Filesystem

Now, we can mount the filesystem for use.

The Filesystem Hierarchy Standard recommends using /mnt or a subdirectory under it for temporarily mounted filesystems. It makes no recommendations on where to mount more permanent storage, so you can choose whichever scheme you'd like. For this tutorial, we'll mount the drive under /mnt/data.

Create the directory by typing:

sudo mkdir -p /mnt/data

Mounting the Filesystem Temporarily

You can mount the filesystem temporarily by typing:

sudo mount -o defaults /dev/sda1 /mnt/data

Mounting the Filesystem Automatically at Boot

If you wish to mount the filesystem automatically each time the server boots, adjust the /etc/fstab file:

sudo nano /etc/fstab

Earlier, we issued a sudo lsblk --fs command to display three filesystem identifiers for our filesystem. We can use any of these in this file. We've used the partition label below, but you can see what the lines would look like using the other two identifiers in the commented out lines:

. . .
## Use one of the identifiers you found to reference the correct partition
# /dev/sda1 /mnt/data ext4 defaults 0 2
# UUID=4b313333-a7b5-48c1-a957-d77d637e4fda /mnt/data ext4 defaults 0 2
LABEL=datapartition /mnt/data ext4 defaults 0 2

Save and close the file when you are finished.

If you did not mount the filesystem previously, you can now mount it by typing:

sudo mount -a

Testing the Mount

After we've mounted the volume, we should check to make sure that the filesystem is accessible.

We can check if the the disk is available in the output from the df command:

df -h -x tmpfs -x devtmpfs

Output
Filesystem      Size  Used Avail Use% Mounted on
/dev/vda1        20G  1.3G   18G   7% /
/dev/sda1        99G   60M   94G   1% /mnt/data

You should also be able to see a lost+found directory within the /mnt/data directory, which typically indicates the root of an Ext* filesystem:

ls -l /mnt/data

Output
total 16
drwx------ 2 root root 16384 Jun  6 11:10 lost+found

We can also check that the file mounted with read and write capabilities by writing to a test file:

echo "success" | sudo tee /mnt/data/test_file

Read the file back just to make sure the write executed correctly:

cat /mnt/data/test_file

Output
success

You can remove the file after you have verified that the new filesystem is functioning correctly:

sudo rm /mnt/data/test_file

Conclusion

Your new drive should now be partitioned, formatted, mounted, and ready for use. This is the general process you can use to turn a raw disk into a filesystem that Linux can use for storage. There are more complex methods of partitioning, formatting, and mounting which may be more appropriate in some cases, but the above is a good starting point for general use.