6. Storage Configuration for Trident

Each storage platform in NetApp’s portfolio has unique capabilities that benefit applications, containerized or not. Trident works with each of the major platforms: ONTAP, Element, and E-Series. There is not one platform which is better suited for all applications and scenarios than another, however, the needs of the application and the team administering the device should be taken into account when choosing a platform.

The storage administrator(s), Kubernetes administrator(s), and the application team(s) should work with their NetApp team to ensure that the most appropriate platform is selected.

Regardless of which NetApp storage platform you will be connecting to your Kubernetes environment, you should follow the baseline best practices for the host operating system with the protocol that you will be leveraging. Optionally, you may want to consider incorporating application best practices, when available, with backend, storage class, and PVC settings to optimize storage for specific applications.

Some of the best practices guides are listed below, however, refer to the NetApp Library for the most current versions.

Some example application best practices guides:

Not all applications will have specific guidelines, it’s important to work with your NetApp team and to refer to the library for the most up-to-date recommendations and guides.

6.1. Best practices for configuring ONTAP and Cloud Volumes ONTAP

The following recommendations are guidelines for configuring ONTAP for containerized workloads which consume volumes that are dynamically provisioned by Trident. Each should be considered and evaluated for appropriateness in your environment.

6.1.1. Use SVM(s) which are dedicated to Trident

Storage Virtual Machines (SVMs) provide isolation and administrative separation between tenants on an ONTAP system. Dedicating an SVM to applications enables the delegation of privileges and enables applying best practices for limiting resource consumption.

There are several options available for the management of the SVM:

  • Provide the cluster management interface in the backend configuration, along with appropriate credentials, and specify the SVM name.
  • Create a dedicated management interface for the SVM using ONTAP System Manager or CLI.
  • Share the management role with an NFS data interface.

In each case, the interface should be in DNS, and the DNS name should be used when configuring Trident. This helps to facilitate some DR scenarios, for example, SVM-DR without the use of network identity retention.

There is no preference between having a dedicated or shared management LIF for the SVM, however, you should ensure that your network security policies align with the approach you choose. Regardless, the management LIF should be accessible via DNS to facilitate maximum flexibility should SVM-DR be used in conjunction with Trident.

6.1.2. Limit the maximum volume count

ONTAP storage systems have a maximum volume count which varies based on the software version and hardware platform, see the Hardware Universe for your specific platform and ONTAP version to determine exact limits. When the volume count is exhausted, provisioning operations will fail not only for Trident but for all storage requests.

Trident’s ontap-nas and ontap-san drivers provision a FlexVolume for each Kubernetes Persistent Volume (PV) which is created. The ontap-nas-economy driver creates approximately one FlexVolume for every 200 PVs (configurable between 50 and 300). The ontap-san-economy driver creates approximately one FlexVolume for every 100 PVs (configurable between 50 and 200). To prevent Trident from consuming all available volumes on the storage system, it is recommended that a limit be placed on the SVM. This can be done from the command line:

vserver modify -vserver <svm_name> -max-volumes <num_of_volumes>

The value for max-volumes will vary based on several criteria specific to your environment:

  • The number of existing volumes in the ONTAP cluster
  • The number of volumes you expect to provision outside of Trident for other applications
  • The number of persistent volumes expected to be consumed by Kubernetes applications

The max-volumes value is total volumes provisioned across all nodes in the ONTAP cluster, not to an individual ONTAP node. As a result, some conditions may be encountered where an ONTAP cluster node may have far more, or less, Trident provisioned volumes than another.

For example, a 2-node ONTAP cluster has the ability to host a maximum of 2000 FlexVolumes. Having the maximum volume count set to 1250 appears very reasonable. However, if only aggregates from one node are assigned to the SVM, or the aggregates assigned from one node are unable to be provisioned against (e.g. due to capacity), then the other node will be the target for all Trident provisioned volumes. This means that the volume limit may be reached for that node before the max-volumes value is reached, resulting in impacting both Trident and other volume operations using that node. Avoid this situation by ensuring that aggregates from each node in the cluster are assigned to the SVM used by Trident in equal numbers.

In addition to controlling the volume count at the storage array, Kubernetes capabilities should also be leveraged as explained in the next chapter.

6.1.3. Limit the maximum size of volumes created by Trident

To configure the maximum size for volumes that can be created by Trident, use the limitVolumeSize parameter in your backend.json definition.

In addition to controlling the volume size at the storage array, Kubernetes capabilities should also be leveraged as explained in the next chapter.

6.1.4. Configure Trident to use bidirectional CHAP

You can specify the CHAP initiator and target usernames and passwords in your backend definition and have Trident enable CHAP on the SVM. Using the useCHAP parameter in your backend configuration, Trident will authenticate iSCSI connections for ONTAP backends with CHAP. Bidirectional CHAP support is available with Trident 20.04 and above. Refer to the Using CHAP with ONTAP SAN drivers section to get started.

6.1.5. Create and use an SVM QoS policy

Leveraging an ONTAP QoS policy, applied to the SVM, limits the number of IOPS consumable by the Trident provisioned volumes. This helps to prevent a bully or out-of-control container from affecting workloads outside of the Trident SVM.

Creating a QoS policy for the SVM can be done in a few steps. Refer to the documentation for your version of ONTAP for the most accurate information. The example below creates a QoS policy which limits the total IOPS available to the SVM to 5000.

# create the policy group for the SVM
qos policy-group create -policy-group <policy_name> -vserver <svm_name> -max-throughput 5000iops

# assign the policy group to the SVM, note this will not work
# if volumes or files in the SVM have existing QoS policies
vserver modify -vserver <svm_name> -qos-policy-group <policy_name>

Additionally, if your version of ONTAP supports it, you may consider using a QoS minimum in order to guarantee an amount of throughput to containerized workloads. Adaptive QoS is not compatible with an SVM level policy.

The number of IOPS dedicated to the containerized workloads depends on many aspects. Among other things, these include:

  • Other workloads using the storage array. If there are other workloads, not related to the Kubernetes deployment, utilizing the storage resources, then care should be taken to ensure that those workloads are not accidentally adversely impacted.
  • Expected workloads running in containers. If workloads which have high IOPS requirements will be running in containers, then a low QoS policy will result in a bad experience.

It’s important to remember that a QoS policy assigned at the SVM level will result in all volumes provisioned to the SVM sharing the same IOPS pool. If one, or a small number, of the containerized applications have a high IOPS requirement it could become a bully to the other containerized workloads. If this is the case, you may want to consider using external automation to assign per-volume QoS policies.


You need to assign the QoS policy group to the SVM only if your ONTAP version is earlier than 9.8.

6.1.6. Create QoS policy groups for Trident

Quality of service (QoS) guarantees that performance of critical workloads is not degraded by competing workloads. ONTAP Quality of Service (QoS) policy groups provide QoS options for volumes, and enable users to define the throughput ceiling for one or more workloads. For more information about QoS, see Guaranteeing throughput with QoS. You can specify QoS policy groups in the backend or in a storage pool, and they are applied to each volume created in that pool or backend.

ONTAP has two kinds of QoS policy groups: traditional and adaptive. Traditional policy groups provide a flat maximum (or minimum, in later versions) throughput in IOPS. Adaptive QoS automatically scales the throughput to workload size, maintaining the ratio of IOPS to TBs|GBs as the size of the workload changes. That is a significant advantage when you are managing hundreds or thousands of workloads in a large deployment.

Consider the following when you create QoS policy groups:

  • You should set the qosPolicy key in the defaults block of the backend configuration. See the following backend configuration example:
  "version": 1,
  "storageDriverName": "ontap-nas",
  "managementLIF": "",
  "dataLIF": "",
  "svm": "svm0",
  "username": "user",
  "password": "pass",
  "defaults": {
    "qosPolicy": "standard-pg"
  "storage": [
      "labels": {"performance": "extreme"},
      "defaults": {
        "adaptiveQosPolicy": "extremely-adaptive-pg"
      "labels": {"performance": "premium"},
      "defaults": {
        "qosPolicy": "premium-pg"
  • You should apply the policy groups per volume, so that each volume gets the entire throughput as specified by the policy group. Shared policy groups are not supported.

For more information about QoS policy groups, see the following links:

6.1.7. Limit storage resource access to Kubernetes cluster members

Limiting access to the NFS volumes and iSCSI LUNs created by Trident is a critical component of the security posture for your Kubernetes deployment. Doing so prevents hosts which are not a part of the Kubernetes cluster from accessing the volumes and potentially modifying data unexpectedly.

It’s important to understand that namespaces are the logical boundary for resources in Kubernetes. The assumption is that resources in the same namespace are able to be shared, however, importantly, there is no cross-namespace capability. This means that even though PVs are global objects, when bound to a PVC they are only accessible by pods which are in the same namespace. It’s critical to ensure that namespaces are used to provide separation when appropriate.

The primary concern for most organizations, with regard to data security in a Kubernetes context, is that a process in a container can access storage mounted to the host, but which is not intended for the container. Simply put, this is not possible, the underlying technology for containers i.e. namespaces, are designed to prevent this type of compromise. However, there is one exception: privileged containers.

A privileged container is one that is run with substantially more host-level permissions than normal. These are not denied by default, so disabling the capability using pod security policies is very important for preventing this accidental exposure.

For volumes where access is desired from both Kubernetes and external hosts, the storage should be managed in a traditional manner, with the PV introduced by the administrator and not managed by Trident. This ensures that the storage volume is destroyed only when both the Kubernetes and external hosts have disconnected and are no longer using the volume. Additionally, a custom export policy can be applied which enables access from the Kubernetes cluster nodes and targeted servers outside of the Kubernetes cluster.

For deployments which have dedicated infrastructure nodes (e.g. OpenShift), or other nodes which are not schedulable for user applications, separate export policies should be used to further limit access to storage resources. This includes creating an export policy for services which are deployed to those infrastructure nodes, such as, the OpenShift Metrics and Logging services, and standard applications which are deployed to non-infrastructure nodes.

6.1.8. Use a dedicated export policy

It is important to ensure that an export policy exists for each backend that only allows access to the nodes present in the Kubernetes cluster. Trident can automatically create and manage export policies from the 20.04 release. This is covered in detail in the Dynamic Export Policies section of the documentation. This way, Trident limits access to the volumes it provisions to the nodes in the Kubernetes cluster and simplifies the addition/deletion of nodes.

Alternatively, you can also create an export policy manually and populate it with one or more export rules that process each node access request. Use the vserver export-policy create ONTAP CLI to create the export policy. Add rules to the export policy using the vserver export-policy rule create ONTAP CLI command. Performing the above commands enables you to restrict which Kubernetes nodes have access to data.

6.1.9. Disable showmount for the application SVM

The showmount feature enables an NFS client to query the SVM for a list of available NFS exports. A pod deployed to the Kubernetes cluster could issue the showmount -e command against the data LIF and receive a list of available mounts, including those which it does not have access to. While this isn’t, by itself, dangerous or a security compromise, it does provide unnecessary information potentially aiding an unauthorized user with connecting to an NFS export.

Disable showmount using SVM level ONTAP CLI command:

vserver nfs modify -vserver <svm_name> -showmount disabled

6.2. Best practices for configuring SolidFire

Solidfire Account

Create a SolidFire account. Each SolidFire account represents a unique volume owner and receives its own set of Challenge-Handshake Authentication Protocol (CHAP) credentials. You can access volumes assigned to an account either by using the account name and the relative CHAP credentials or through a volume access group. An account can have up to two-thousand volumes assigned to it, but a volume can belong to only one account.

SolidFire QoS

Use QoS policy if you would like to create and save a standardized quality of service setting that can be applied to many volumes.

Quality of Service parameters can be set on a per-volume basis. Performance for each volume can be assured by setting three configurable parameters that define the QoS: Min IOPS, Max IOPS, and Burst IOPS.

The following table shows the possible minimum, maximum, and Burst IOPS values for 4Kb block size.

IOPS Parameter Definition Min value Default Value Max Value(4Kb)
Min IOPS The guaranteed level of performance for a volume. 50 50 15000
Max IOPS The performance will not exceed this limit. 50 15000 200,000
Burst IOPS Maximum IOPS allowed in a short burst scenario. 50 15000 200,000

Note: Although the Max IOPS and Burst IOPS can be set as high as 200,000, the real-world maximum performance of a volume is limited by cluster usage and per-node performance.

Block size and bandwidth have a direct influence on the number of IOPS. As block sizes increase, the system increases bandwidth to a level necessary to process the larger block sizes. As bandwidth increases the number of IOPS the system is able to attain decreases. For more information on QoS and performance, refer to the NetApp SolidFire Quality of Service (QoS) Guide.

SolidFire authentication

SolidFire Element supports two methods for authentication: CHAP and Volume Access Groups (VAG). CHAP uses the CHAP protocol to authenticate the host to the backend. Volume Access Groups controls access to the volumes it provisions. NetApp recommends using CHAP for authentication as it’s simpler and has no scaling limits.


Trident as an enhanced CSI provisioner supports the use of CHAP authentication. VAGs should only be used in the traditional non-CSI mode of operation.

CHAP authentication (verification that the initiator is the intended volume user) is supported only with account-based access control. If you are using CHAP for authentication, 2 options are available: unidirectional CHAP and bidirectional CHAP. Unidirectional CHAP authenticates volume access by using the SolidFire account name and initiator secret. The bidirectional CHAP option provides the most secure way of authenticating the volume since the volume authenticates the host through the account name and the initiator secret, and then the host authenticates the volume through the account name and the target secret.

However, if CHAP is cannot be enabled and VAGs are required, create the access group and add the host initiators and volumes to the access group. Each IQN that you add to an access group can access each volume in the group with or without CHAP authentication. If the iSCSI initiator is configured to use CHAP authentication, account-based access control is used. If the iSCSI initiator is not configured to use CHAP authentication, then Volume Access Group access control is used.


VAGs are only supported by Trident in non-CSI mode of operation.

For more information on how to setup Volume Access Groups and CHAP authentication, please refer the NetApp HCI Installation and setup guide.

6.3. Best practices for configuring E-Series

E-Series Disk Pools and Volume Groups

Create disk pools or volume groups based on your requirement and determine how the total storage capacity must be organized into volumes and shared among hosts. Both the disk pool and the volume group consist of a set of drives which are logically grouped to provide one or more volumes to an application host. All of the drives in a disk pool or volume group should be of the same media type.

E-Series Host Groups

Host groups are used by Trident to access the volumes (LUNs) that it provisions. By default, Trident uses the host group called “trident” unless a different host group name is specified in the configuration. Trident, by itself will not create or manage host groups. Host group has to be created before the E-Series storage backend is setup on Trident. Make sure that all the Kubernetes worker nodes iSCSI IQN names are updated in the host group.

E-Series Snapshot Schedule

Create a snapshot schedule and assign the volume created by Trident to a snapshot schedule so that volume backups can be taken at the required interval. Based on the snapshots taken as per the snapshot policy, rollback operations can be done on volumes by restoring a snapshot image to the base volume. Setting up Snapshot Consistency Groups are also ideal for applications that span multiple volumes. The purpose of a consistency group is to take simultaneous snapshot images of multiple volumes, thus ensuring consistent copies of a collection of volumes at a particular point in time. Snapshot schedule and Consistency group cannot be set through Trident. It has to be configured through SANtricity System Manager

6.4. Best practices for configuring Cloud Volumes Service on AWS

Create Export Policy

To make sure that only the authorized set of nodes have access to the volume provisioned through Cloud Volumes Service, set appropriate rules for the export policy while creating a Cloud Volumes Service. When provisioning volumes on Cloud Volume Services through Trident make sure to use exportRule parameter in the backend file to give access to the required Kubernetes nodes.

Create Snapshot Policy

Setting a snapshot policy for the volumes provisioned through Cloud Volume Service makes sure that snapshots are taken at required intervals. This guarantees data backup at regular intervals and data can be restored in the event of a data loss or data corruption. Snapshot Policy for volumes hosted by Cloud Volume Service can be set by selecting the appropriate schedule on the volumes details page.

Choosing the appropriate Service Level, Storage Capacity and Storage Bandwidth

AWS Cloud Volume Services offer different Service Levels like Standard, Premium and Extreme. These Service Levels cater to different storage capacity and storage bandwidth requirements. Make sure to select the appropriate Service Level based on your business needs.

The required size of allocated storage should be chosen during volume creation based on the specific needs of the application. There are two factors that need to be taken into consideration while deciding on the allocated storage. They are the storage requirements of the specific application and the bandwidth that you require at the peak or the edge.

The bandwidth depends on the combination of the service level and the allocated capacity that you have chosen. Therefore choose the right service level and allocated capacity keeping the required bandwidth in mind.

Limit the maximum size of volumes created by the Trident

It’s possible to restrict the maximum size of volumes created by the Trident on AWS Cloud Volume Services using the limitVolumeSize parameter in the backend configuration file. Setting this parameter makes sure that provisioning fails if the requested volume size is above the set value.