# SMB vs NFS DECISION GUIDE - HOMELAB MIGRATION
**Storage Strategy Analysis for Your Infrastructure**  
**Generated:** 2025-08-29  
**Status:** DECISION NEEDED - RECOMMENDATION PROVIDED

---

## 🎯 EXECUTIVE SUMMARY

**Current State:** 15 SMB shares working well, 19 NFS export directories created  
**Recommendation:** **Use SMB for most services, NFS only where required**  
**Rationale:** Simpler, more reliable, already working for your 1-3 user homelab

---

## 📊 CURRENT STORAGE ANALYSIS

### **SMB Shares (15 Active)**
```yaml
# DataPool Shares (Media & User Data)
[Movies]: /srv/mergerfs/DataPool/Movies/
[immich]: /srv/mergerfs/DataPool/immich/
[pdfs]: /srv/mergerfs/DataPool/pdfs/
[pictures]: /srv/mergerfs/DataPool/pictures/
[tv_shows]: /srv/mergerfs/DataPool/tv_shows/
[vault]: /srv/mergerfs/DataPool/vault/
[trilium_data]: /srv/mergerfs/DataPool/trilium_data/
[appflowy]: /srv/mergerfs/DataPool/appflowy/
[loqseq_data]: /srv/mergerfs/DataPool/loqseq_data/

# PressCloud Shares (System & Docker)
[backups]: /srv/mergerfs/presscloud/backups/
[docker]: /srv/mergerfs/presscloud/docker/
[volumes]: /srv/mergerfs/presscloud/docker/volumes/
[docker-memory]: /srv/mergerfs/presscloud/docker-memory/
```

### **NFS Exports (19 Directories)**
```bash
# Service Configuration Directories
adguard/          # DNS filtering config
caddy/            # Reverse proxy config
gitea/            # Git repositories
homeassistant/    # Home automation config
jellyfin/         # Media server config
ollama/           # AI models
paperless/        # Document management
vaultwarden/      # Password manager

# Data Directories (Bind Mounted to Mergerfs)
appflowy/         # AppFlowy data
immich/           # Photo data
media/            # General media
nextcloud/        # Cloud storage data
pdfs/             # PDF storage
pictures/         # Photo storage
trilium_data/     # Notes data
tv_shows/         # TV show storage
```

---

## 🔄 SMB vs NFS COMPARISON

### **SMB Advantages (For Your Homelab)**
✅ **Already Working:** 15 shares active, 2 devices connected  
✅ **Simpler Setup:** No complex export configuration needed  
✅ **Better Reliability:** Less prone to network issues  
✅ **Guest Access:** Easy file sharing for personal use  
✅ **Windows Compatible:** Works with all your devices  
✅ **Performance:** Direct mergerfs access (good speed)  
✅ **Less Maintenance:** Fewer moving parts to break  

### **NFS Advantages (For Docker)**
✅ **Docker Native:** Better integration with containers  
✅ **Unix Permissions:** Preserves file ownership/perms  
✅ **Network Efficiency:** Lower overhead for many small files  
✅ **Locking:** Better file locking for databases  
✅ **Scalability:** Better for many concurrent users  

### **SMB Disadvantages**
❌ **Docker Integration:** Requires extra configuration  
❌ **File Locking:** Less reliable for databases  
❌ **Performance:** Higher overhead for many small files  
❌ **Permissions:** Windows-style permissions  

### **NFS Disadvantages**
❌ **Complexity:** More configuration required  
❌ **Reliability:** More prone to network issues  
❌ **Troubleshooting:** Harder to debug problems  
❌ **Setup Time:** Requires OMV web interface configuration  

---

## 🎯 RECOMMENDED STRATEGY

### **For Your 1-3 User Homelab:**

#### **Use SMB For:**
- **User Data Access:** Photos, documents, media files
- **Backup Storage:** System backups and snapshots
- **File Sharing:** Direct access from Windows/Linux/Mac
- **Media Libraries:** Movies, TV shows, music
- **Personal Files:** Documents, pictures, vault data

#### **Use NFS For:**
- **Docker Services:** Only services that specifically require NFS
- **Database Storage:** PostgreSQL, MariaDB data directories
- **Configuration Files:** Service configs that need Unix permissions
- **High-Performance Apps:** Services with many small file operations

### **Specific Service Recommendations:**

| Service | Recommended Storage | Reason |
|---------|-------------------|---------|
| **Jellyfin** | SMB | Media files, simple access |
| **Immich** | SMB | Photo storage, user access |
| **Nextcloud** | SMB | File sharing, user access |
| **Home Assistant** | NFS | Configuration, database |
| **Paperless-NGX** | NFS | Document database |
| **Gitea** | NFS | Git repositories, permissions |
| **Vaultwarden** | NFS | Database, security |
| **AdGuard** | NFS | Configuration files |
| **Caddy** | NFS | SSL certificates, config |

---

## 🚀 IMPLEMENTATION PLAN

### **Option A: SMB-First Approach (RECOMMENDED)**
```bash
# 1. Keep all existing SMB shares
# 2. Use SMB for user data and media
# 3. Only configure NFS for services that require it
# 4. Simplify migration by reducing complexity
```

**Benefits:**
- Faster migration (less configuration)
- More reliable (fewer moving parts)
- Easier troubleshooting
- Better user experience

### **Option B: NFS-First Approach**
```bash
# 1. Configure all NFS exports via OMV web interface
# 2. Migrate all services to use NFS
# 3. Keep SMB for user file access only
# 4. More complex but "proper" Docker setup
```

**Benefits:**
- "Proper" Docker architecture
- Better for future scaling
- More enterprise-like setup

---

## 📋 DECISION MATRIX

### **For Your Use Case (1-3 users, personal homelab):**

| Factor | SMB | NFS | Winner |
|--------|-----|-----|--------|
| **Setup Complexity** | Low | High | SMB |
| **Reliability** | High | Medium | SMB |
| **Performance** | Good | Better | NFS |
| **Troubleshooting** | Easy | Hard | SMB |
| **User Experience** | Great | Good | SMB |
| **Docker Integration** | Fair | Excellent | NFS |
| **Maintenance** | Low | High | SMB |
| **Future-Proofing** | Fair | Excellent | NFS |

**Overall Winner: SMB** (6-2 score for your use case)

---

## 🎯 FINAL RECOMMENDATION

### **Hybrid Approach (Best of Both Worlds):**

1. **Keep SMB as Primary Storage:**
   - Use existing 15 SMB shares for user data
   - No additional configuration needed
   - Reliable and simple

2. **Use NFS Only Where Required:**
   - Home Assistant configuration
   - Database storage (PostgreSQL, MariaDB)
   - Services with specific NFS requirements

3. **Migration Strategy:**
   - Start with SMB for everything
   - Only add NFS exports for services that fail
   - Keep it simple and reliable

### **Immediate Actions:**
```bash
# 1. Test Docker services with SMB first
# 2. Only configure NFS for services that require it
# 3. Focus on getting services working, not perfect architecture
# 4. Optimize later if needed
```

---

## ✅ CONCLUSION

**For your 1-3 user homelab, SMB is the better choice.** It's simpler, more reliable, and already working. You can always add NFS later for specific services that need it.

**Recommendation:** Start with SMB, add NFS only where required.

**Migration Impact:** Positive - simpler, faster, more reliable migration.

---

**Document Status:** Decision Guide Complete  
**Next Action:** Choose SMB-first approach and proceed with migration  
**Risk Level:** LOW - SMB is proven and reliable
